Financial Benefits Consultant
Empower
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $64,300 - $90,850 per year
Job Level
Mid-LevelSenior
About the role
- Build and maintain strong, long-term relationships with highly compensated participants, providing exceptional customer service and proactive communication.
- Coordinate participant meetings with Executive Planner(s) and Benefits Planner(s)
- Support the team by assisting with comprehensive financial plan creation and being knowledgeable about executive benefits and plans for participant inquiries
- 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.
- Maintain accurate and detailed client records in compliance with company policies
- Support your team while fostering a collaborative and high-performance environment
Requirements
- Bachelor’s degree in Finance, Economics, Business Administration, or related field
- Minimum of 3 years of experience in financial planning or wealth management
- Registrations/Licensing: FINRA Series 7, NASAA Series 63 required
- FINRA fingerprinting required
- Life insurance licensing preferred
- Chartered Retirement Planning Counselor (CRPC©) preferred
- Knowledge of financial wellness and investment management strategies
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningwealth managementinvestment strategiesfinancial wellnessinvestment management
Soft skills
customer servicecommunicationcollaborationrelationship buildingproactive
Certifications
FINRA Series 7NASAA Series 63life insurance licensingChartered Retirement Planning Counselor (CRPC©)