Executive Planner

🔥 2 minutes ago

🇺🇸 United States – Remote

💵 $114k - $165.3k / year

⏰ Full Time

🟠 Senior

🔴 Lead

👔 Executive

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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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 by building trusted, long-term relationships through personalized financial guidance • Conduct comprehensive workplace benefits optimization reviews during initial and ongoing planning engagements • Develop, present, and implement customized financial plans tailored to each participant's financial goals, family circumstances, and long-term objectives • Provide guidance on retirement planning, investment management, tax-efficient strategies, estate planning considerations, cash flow, education planning, insurance, and risk management • Recommend, implement, and periodically review investment strategies aligned with participant goals, risk tolerance, and time horizon • Conduct meaningful financial planning conversations that identify opportunities to strengthen participant engagement and expand long-term relationships • Collaborate with participants' attorneys, accountants, and other trusted professionals, as appropriate, to support comprehensive financial planning strategies • Mentor and support Benefits Planners and Financial Benefits Consultants by sharing planning expertise, coaching best practices, and fostering professional development • Stay informed on market trends, regulatory developments, tax law changes, and financial planning best practices to provide current and relevant guidance • Maintain accurate client records and planning documentation in accordance with FINRA, SEC, state insurance, and company regulatory requirements • Maintain compliance with all regulatory requirements, company policies, and fiduciary responsibilities • 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 • MBA preferred • 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 with the ability to build trust, deepen client relationships, and identify planning opportunities • Proven 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, as well as 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.