Financial Benefits Consultant

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🔥 7 minutes ago

🇺🇸 United States – Remote

💵 $65.6k - $92.7k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Empower

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• Build and maintain trusted, long-term relationships with highly compensated participants by providing proactive communication, exceptional service, and ongoing financial wellness support. • Conduct financial wellness conversations to help participants understand their workplace benefits, financial goals, and available wealth management solutions. • Coordinate participant meetings and planning activities with Executive Planners and Benefits Planners to ensure a seamless client experience. • Support Executive Planners and Benefits Planners by gathering financial information, preparing planning materials, and assisting with the development and implementation of comprehensive financial plans. • Facilitate account opening, account maintenance, asset transfers, beneficiary updates, and other wealth management servicing activities. • Support participants enrolled in managed account programs by implementing planning recommendations, servicing accounts, and helping clients remain aligned with their financial plans. • Serve as a knowledgeable resource on workplace benefits, retirement plans, and financial wellness programs by responding to participant inquiries and coordinating additional support when needed. • Implement investment recommendations developed by the planning team and support ongoing portfolio reviews aligned with participant objectives and risk tolerance. • Maintain accurate client records and documentation using company systems while ensuring compliance with regulatory and internal policy requirements. • Stay informed on investment products, market trends, workplace benefits, and regulatory developments that may impact participants. • Partner with Executive Planners, Benefits Planners, Operations, Compliance, and other internal business partners to deliver an exceptional participant experience. • Maintain compliance with FINRA, SEC, state insurance, and company regulatory requirements. • Perform other duties as assigned in support of departmental and organizational objectives.

🎯 Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field • Minimum of three years of experience in wealth management, financial planning, investment services, retirement services, or a related client-facing financial services role • Active FINRA Series 7 license required • Active FINRA Series 63 and Series 65 licenses, or Series 66, required • State Life Insurance License required • FINRA Fingerprinting required • Chartered Retirement Planning Counselor (CRPC®) designation preferred • Knowledge of financial wellness, investment management, retirement planning, workplace benefits, and wealth management principles • Experience supporting comprehensive financial planning and wealth management clients • Strong relationship management and client service skills with the ability to build trust and maintain long-term participant relationships • Excellent organizational skills with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment • Strong verbal, written, and interpersonal communication skills with the ability to explain financial concepts clearly and professionally • Excellent problem-solving skills and the ability to anticipate participant needs while delivering a high-quality client experience • Demonstrated professionalism, integrity, sound judgment, and commitment to regulatory compliance • Proficiency with Microsoft Office Suite and experience using CRM systems and financial services technology.

🏖️ Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%) • Tuition reimbursement up to $5,250/year • Business-casual environment that includes the option to wear jeans • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.