Benefits Planner

🕒 July 28

🇺🇸 United States – Remote

💵 $87.4k - $123.4k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 15%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Partner with Executive Planners to provide workplace benefits optimization reviews for highly compensated participants • Build and maintain trusted relationships with executive participants through personalized financial planning guidance and ongoing support • Identify opportunities to introduce financial planning and wealth management solutions aligned with participant goals and circumstances • Encourage ongoing financial planning conversations and increase participant engagement • Serve as the subject matter expert on employer-sponsored benefit programs • Analyze participant financial situations and develop comprehensive financial plans • Develop and present customized recommendations covering retirement, investments, tax-efficient planning, estate planning, and risk management • Recommend and review investment strategies aligned with objectives, risk tolerance, and long-term goals • Monitor market trends, regulatory developments, and industry best practices • Conduct risk assessments and incorporate risk management strategies • Collaborate with Executive Planners and internal business partners to deliver a seamless participant experience • Share knowledge, contribute to continuous improvement, and support a collaborative team environment • Maintain compliance with FINRA, SEC, state insurance, and company regulatory requirements • Perform other duties as assigned

🎯 Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field • Minimum of three years of experience in financial planning, wealth management, financial advisory, or a related client-facing financial services role • Chartered Retirement Planning Counselor (CRPC®) designation required • Active FINRA Series 7 license required • Active FINRA Series 63 and Series 65 licenses, or Series 66, required • FINRA Fingerprinting required • Certified Financial Planner™ (CFP®) certification preferred • State Life Insurance License preferred • Demonstrated consultative sales orientation • Experience uncovering financial planning opportunities and presenting personalized recommendations • Strong knowledge of financial planning, retirement planning, investment management, tax planning, estate planning, and risk management principles • Experience creating and presenting comprehensive financial plans to clients • Proficiency with MoneyGuidePro, NaviPlan, or similar financial planning software • Proficiency with Microsoft Office Suite • Excellent analytical, critical thinking, and problem-solving skills • Exceptional verbal, written, presentation, and interpersonal communication skills • Demonstrated professionalism, integrity, sound judgment, and commitment to regulatory compliance • Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is unavailable, including CPT/OPT • Reliable connectivity from a fiber, cable, or DSL internet service provider and a suitable home workspace

🏖️ Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup • 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) facilitating inclusion and collaboration • Bonus program opportunity for non-sales positions • Sales incentives and, in some instances, a bonus plan for sales positions • Reliable high-speed internet with a wired connection required for remote work • Necessary computer equipment provided