Executive Planner

Empower

Financial Planner serving high-net-worth clients by delivering personalized financial planning and workplace benefits optimization. Building long-term relationships to assist with complex financial decisions.

Posted 7/31/2026full-timeRemote • 🇺🇸 United StatesSeniorLead💰 $114,000 - $165,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, investment management, and regulatory compliance, with a strong focus on building trusted relationships with high-net-worth clients. Proficient in developing and implementing customized financial strategies that align with clients' goals and circumstances.

Highest-signal resume keywords

Certified Financial Planner™ (CFP®)FINRA Series 7 LicenseFINRA Series 63 LicenseInvestment ManagementFinancial Planning Software Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningWealth ManagementRetirement PlanningTax-Efficient StrategiesEstate PlanningRisk ManagementInvestment StrategiesAnalytical SkillsCritical ThinkingProblem-Solving

Soft Skills

Relationship ManagementCommunication SkillsProfessionalismIntegrityCoaching

Tools & Technologies

MoneyGuideProNaviPlanMicrosoft Office Suite

Certifications & Qualifications

Certified Financial Planner™ (CFP®)State Life Insurance LicenseFINRA Series 63 LicenseFINRA Series 65 LicenseFINRA Fingerprinting

Industry Keywords

Financial Advisory ServicesHigh-Net-Worth ClientsRegulatory ComplianceMarket TrendsBenefits Optimization

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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.