Executive Planner

Job not on LinkedIn

🕒 July 31

🇺🇸 United States – Remote

💵 $114k - $165.3k / year

⏰ Full Time

🟠 Senior

🔴 Lead

👔 Executive

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 36%

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

• Serve as the primary financial planning advisor for highly compensated participants • Build trusted, long-term relationships through personalized financial guidance • Conduct comprehensive workplace benefits optimization reviews • Develop, present, and implement customized financial plans • Provide guidance on retirement planning, investment management, tax-efficient strategies, estate planning, cash flow, education planning, insurance, and risk management • Recommend, implement, and periodically review investment strategies • Conduct financial planning conversations to identify opportunities and strengthen participant engagement • Collaborate with participants' attorneys, accountants, and other trusted professionals • Mentor and support Benefits Planners and Financial Benefits Consultants • Stay informed on market trends, regulatory developments, tax law changes, and financial planning best practices • Maintain accurate client records and planning documentation in accordance with FINRA, SEC, state insurance, and company requirements • Maintain compliance with regulatory requirements, company policies, and fiduciary responsibilities • Perform other duties as assigned

🎯 Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field • Certified Financial Planner™ (CFP®) certification required • 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 • Minimum of 10 years of experience in financial planning, wealth management, or financial advisory services, including experience advising high-net-worth or executive clients • Demonstrated success developing, presenting, and managing comprehensive financial plans for clients with complex financial planning needs • Strong knowledge of investment management, retirement planning, tax-efficient planning, estate planning, executive benefits, and risk management strategies • Demonstrated consultative relationship management skills • Ability to build trust, deepen client relationships, and identify planning opportunities • Ability to communicate complex financial concepts clearly and effectively to executive-level participants • Excellent analytical, critical thinking, and problem-solving skills • High level of professionalism, integrity, sound judgment, and commitment to regulatory compliance • Proficiency with financial planning software such as MoneyGuidePro, NaviPlan, or similar planning platforms • Proficiency with Microsoft Office Suite • Applicants must be authorized to work for any employer in the U.S. • Reliable high-speed internet with a wired connection and a suitable home workspace required for remote work

🏖️ Benefits

• Medical, dental, vision and life insurance • 401(k) plan with generous company matching contributions (up to 6%) • Financial advisory services • Potential company discretionary contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment including the option to wear jeans • Generous paid time off upon hire • Ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Paid parental leave • Paid short- and long-term disability • Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) • Flexible work environment • Other necessary computer equipment provided • Opportunity to participate in a bonus program