Senior Executive Wealth Planner — Remote

Empower; Overland Park (KS); On-site; USD 114,000 - 165,000; Full time

Benefits offered by this job

401(k) with company match

Tuition reimbursement

Generous PTO and holidays

Volunteer time

BRGs for inclusion

Job summary

Empower is seeking an Executive Planner to serve as the primary financial planning advisor for highly compensated participants, delivering comprehensive planning, benefits optimization, and wealth guidance. Build long-term relationships and align investment strategies with clients' objectives.

The role requires extensive experience in wealth management, CFP certification, and FINRA licenses, with collaboration across attorneys, CPAs, and other advisors to deliver integrated solutions.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• CFP certification required.
• Active FINRA Series 7 license required.
• Active FINRA Series 63 and 65 licenses, or Series 66, required.
• State Life Insurance License required.
• Minimum of 10 years of experience in financial planning or wealth management.
• Experience advising high-net-worth/executive clients.

Responsibilities

• Serve as primary financial planning advisor for highly compensated participants.
• Conduct workplace benefits optimization reviews.
• Develop and implement customized financial plans.
• Provide guidance on retirement, tax planning, estate planning, and risk management.
• Recommend and review investment strategies with goals and risk tolerance.
• Engage in meaningful conversations to deepen relationships.
• Collaborate with attorneys and CPAs to support planning.
• Mentor Benefits Planners and Consultants.
• Stay informed on market trends and regulatory changes.
• Maintain accurate client records per FINRA/SEC rules.
• Ensure regulatory compliance in all activities.
• Perform other duties to support organizational goals.

Skills

Financial planning

Wealth management

Client relationships

Communication

Analytical thinking

Education

Bachelor's degree (Finance/Economics/Bus Admin)

MBA

CFP certification

FINRA Series 7

FINRA Series 63

FINRA Series 65

FINRA Series 66

State Life Insurance License

FINRA Fingerprinting

Tools

MoneyGuidePro

NaviPlan

Microsoft Office

Job description

Empower is seeking an Executive Planner to serve as the primary financial planning advisor for highly compensated participants, delivering comprehensive planning, benefits optimization, and wealth guidance. Build long-term relationships and align investment strategies with clients' objectives.

The role requires extensive experience in wealth management, CFP certification, and FINRA licenses, with collaboration across attorneys, CPAs, and other advisors to deliver integrated solutions.