Benefits Planner

About this role

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

The Benefits Planner partners with Executive Planners to deliver workplace benefits optimization and comprehensive financial planning services to highly compensated participants. This role combines financial planning expertise with a consultative, relationship-building approach to help participants maximize their workplace benefits, identify planning opportunities, and deepen their engagement with Empower's wealth management solutions. The Benefits Planner serves as the subject matter expert on executive benefits while developing customized financial plans, presenting personalized recommendations, and supporting meaningful client relationships. Success in this role requires strong financial planning knowledge, a proactive sales orientation, and the ability to build trust that fosters long-term client engagement and business growth.

What You Will Do

• Partner with Executive Planners to provide workplace benefits optimization reviews for highly compensated participants.

• Build and maintain trusted relationships with executive participants by delivering personalized financial planning guidance and ongoing support.

• Identify opportunities to deepen participant relationships by introducing appropriate financial planning and wealth management solutions based on each participant's goals, needs, and financial circumstances.

• Apply a consultative approach to encourage ongoing financial planning conversations, increase participant engagement, and support the continued growth of the executive client segment.

• Serve as the subject matter expert on employer-sponsored benefit programs, helping participants understand and maximize available benefits during initial consultations and annual reviews.

• Analyze participant financial situations and develop comprehensive financial plans aligned with individual goals, priorities, and workplace benefits.

• Develop and present customized financial plans and recommendations that address retirement planning, investment strategies, tax-efficient planning, estate planning, and risk management needs.

• Recommend and review investment strategies that align with participant objectives, risk tolerance, and long-term financial goals.

• Monitor market trends, regulatory developments, and industry best practices to deliver informed financial guidance.

• Conduct risk assessments and incorporate appropriate risk management strategies into financial plans.

• Collaborate with Executive Planners and internal business partners to deliver a seamless participant experience and support long-term relationship growth.

• Support team initiatives by sharing knowledge, contributing to continuous improvement efforts, and fostering a collaborative, high-performing environment.

• Maintain compliance with FINRA, SEC, state insurance, and company regulatory requirements.

• Perform other duties as assigned in support of departmental and organizational objectives.

What You Will Bring

• 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.

• Certified Financial Planner™ (CFP®) certification preferred.

• Active FINRA Series 7 license required.

• Active FINRA Series 63 and Series 65 licenses, or Series 66, required.

• FINRA Fingerprinting required.

• State Life Insurance License preferred.

• Demonstrated consultative sales orientation with the ability to identify client needs, build trusted relationships, and grow long-term participant engagement.

• Experience uncovering financial planning opportunities and presenting personalized recommendations that align with client goals and objectives.

• 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 financial planning software such as MoneyGuidePro, NaviPlan, or similar planning platforms.

• Proficiency with Microsoft Office Suite.

• Excellent analytical, critical thinking, and problem-solving skills.

• Exceptional verbal, written, presentation, and interpersonal communication skills with the ability to explain complex financial concepts and influence executive-level participants.

• Demonstrated professionalism, integrity, sound judgment, and commitment to regulatory compliance.

What Will Set You Apart

• Certified Financial Planner™ (CFP®) certification.

• Experience advising executives or highly compensated individuals on workplace benefits and comprehensive financial planning.

• Demonstrated success building and expanding client relationships through consultative financial planning conversations.

• Proven ability to identify opportunities to deepen client engagement and increase adoption of wealth management solutions.

• Knowledge of executive compensation programs, deferred compensation plans, equity compensation, and nonqualified benefit programs.

• Experience delivering participant education and financial planning presentations.

• Ability to balance exceptional client service with business development objectives while

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