Benefits Planner

Empower

Benefits Planner providing benefits optimization reviews and financial planning services to highly compensated participants. Collaborate to create financial plans optimizing workplace benefits for executives.

Posted 7/24/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $87,400 - $123,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Financial Planning and Analysis, Investment Management, and Compliance and Risk Management while fostering strong Client Relationships. Proficient in utilizing financial planning software and maintaining high ethical standards in a collaborative team environment.

Highest-signal resume keywords

Chartered Retirement Planning Counselor (CRPC©)FINRA Series 7NASAA Series 63Financial Planning Software ProficiencyClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment ManagementRisk ManagementFinancial AnalysisBenefits Consultation

Soft Skills

Analytical SkillsProblem-Solving SkillsInterpersonal SkillsCommunication SkillsTeam Leadership

Tools & Technologies

MoneyGuideProNaviplanMicrosoft Office Suite

Certifications & Qualifications

Industry Keywords

Financial PlanningWealth ManagementComplianceRisk AssessmentInvestment Strategies

About the role

Key responsibilities & impact

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

What you’ll need

Bachelor’s degree in Finance, Economics, Business Administration, or related field
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