Benefits Planner

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $87.4k - $123.4k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

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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

• Client Relationship Management: Build and maintain strong, long-term relationships with highly compensated participants • Benefits Consultation: Work with executives to optimize their benefits initially and annually. Be the benefits expert, providing additional support to the Executive Planner(s) you work with • Financial Planning & Analysis: Support the Executive Planner by developing comprehensive financial plans tailored to the individual needs and goals of the executives • Investment Management: Recommend, implement, and review investment strategies that align with risk tolerance and financial objectives. Stay informed about market trends, economic conditions, and regulatory changes impacting investments • Compliance and Risk Management: Conduct thorough risk assessments and implement appropriate risk management strategies • Team Leadership and Development: Support your team while fostering a collaborative and high-performance environment

🎯 Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, or related field • Chartered Retirement Planning Counselor (CRPC©) required • Registrations/Licensing: FINRA Series 7, NASAA Series 63 and 65, required • Life Insurance Licensing, preferred • FINRA fingerprinting required • Minimum of 3 years of experience in financial planning or wealth management • Excellent analytical and problem-solving skills • Superior interpersonal and communication skills, with the ability to explain complex financial concepts clearly • High level of integrity, professionalism, and ethical standards • Proficiency in financial planning software (MoneyGuidePro, Naviplan, etc.) and Microsoft Office Suite

🏖️ 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) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.