Financial Benefits Consultant

Empower

Financial Benefits Consultant delivering financial wellness guidance and support for workplace benefits. Building trusted relationships with clients and coordinating with financial planning teams.

Posted 7/29/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $65,600 - $92,675 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in wealth management, financial planning, and investment services, with a strong focus on client relationship management and regulatory compliance. Proficient in coordinating financial wellness support and implementing comprehensive financial plans tailored to participant needs.

Highest-signal resume keywords

Wealth ManagementFinancial PlanningClient Relationship ManagementFINRA Series 7 LicenseState Life Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial WellnessInvestment ManagementRetirement PlanningWealth Management PrinciplesComprehensive Financial PlanningRegulatory ComplianceProblem-SolvingAttention to Detail

Soft Skills

Relationship ManagementClient ServiceCommunication SkillsOrganizational Skills

Tools & Technologies

Microsoft Office SuiteCRM SystemsFinancial Services Technology

Certifications & Qualifications

FINRA Series 63 LicenseFINRA Series 65 LicenseChartered Retirement Planning Counselor (CRPC®) DesignationFINRA Fingerprinting

Industry Keywords

Workplace BenefitsInvestment ProductsMarket TrendsRegulatory Developments

About the role

Key responsibilities & impact

Build and maintain trusted, long-term relationships with highly compensated participants by providing proactive communication, exceptional service, and ongoing financial wellness support.
Conduct financial wellness conversations to help participants understand their workplace benefits, financial goals, and available wealth management solutions.
Coordinate participant meetings and planning activities with Executive Planners and Benefits Planners to ensure a seamless client experience.
Support Executive Planners and Benefits Planners by gathering financial information, preparing planning materials, and assisting with the development and implementation of comprehensive financial plans.
Facilitate account opening, account maintenance, asset transfers, beneficiary updates, and other wealth management servicing activities.
Support participants enrolled in managed account programs by implementing planning recommendations, servicing accounts, and helping clients remain aligned with their financial plans.
Serve as a knowledgeable resource on workplace benefits, retirement plans, and financial wellness programs by responding to participant inquiries and coordinating additional support when needed.
Implement investment recommendations developed by the planning team and support ongoing portfolio reviews aligned with participant objectives and risk tolerance.
Maintain accurate client records and documentation using company systems while ensuring compliance with regulatory and internal policy requirements.
Stay informed on investment products, market trends, workplace benefits, and regulatory developments that may impact participants.
Partner with Executive Planners, Benefits Planners, Operations, Compliance, and other internal business partners to deliver an exceptional participant experience.
Maintain compliance with FINRA, SEC, state insurance, and company regulatory requirements.
Perform other duties as assigned in support of departmental and organizational objectives.

Requirements

What you’ll need

Bachelor's degree in Finance, Economics, Business Administration, or a related field
Minimum of three years of experience in wealth management, financial planning, investment services, retirement services, or a related client-facing financial services role
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
Chartered Retirement Planning Counselor (CRPC®) designation preferred
Knowledge of financial wellness, investment management, retirement planning, workplace benefits, and wealth management principles
Experience supporting comprehensive financial planning and wealth management clients
Strong relationship management and client service skills with the ability to build trust and maintain long-term participant relationships
Excellent organizational skills with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment
Strong verbal, written, and interpersonal communication skills with the ability to explain financial concepts clearly and professionally
Excellent problem-solving skills and the ability to anticipate participant needs while delivering a high-quality client experience
Demonstrated professionalism, integrity, sound judgment, and commitment to regulatory compliance
Proficiency with Microsoft Office Suite and experience using CRM systems and financial services technology.