Executive Planner

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.

As an Executive Planner at Empower, you will be responsible for providing benefits optimization reviews and comprehensive financial planning services to highly compensated (executive) participants. This role requires an understanding of financial services, investment strategies, tax planning, estate planning, and risk management. The Executive Planner will work closely with executives to optimize workplace benefits and provide customized financial plans that align with their long-term financial objectives.

What you will do

Build and maintain strong, long-term relationships with highly compensated participants

Work with executives to optimize their benefits initially and annually

Develop comprehensive financial plans tailored to the individual needs and goals of the executives you work with

Recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives

Stay informed about market trends, economic conditions, and regulatory changes impacting investments

Provide guidance on tax-efficient investment strategies and planning and collaborate with other professionals as needed

Conduct thorough risk assessments and implement appropriate risk management strategies

Mentor and guide your team while fostering a collaborative and high-performance environment

What you will bring

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

Certified Financial Planner (CFP) designation required

FINRA Series 7, NASAA Series 63 and 65, and life insurance licensing required

FINRA fingerprinting required

Minimum of 10 years of experience in financial planning or wealth management, with a focus on high-net-worth clients

Proven track record of developing and managing comprehensive financial plans

Strong knowledge of investment strategies, tax planning, estate planning, and risk 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

What will set you apart

Advanced degrees or certifications beyond CFP such as CPA or CFA

Extensive experience in executive benefits consulting

Demonstrated leadership in high-performance financial advisory teams

Strong network or client base among high-net-worth individuals or executives

PJPW2

LI-Remote

• Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT / OPT.

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

Base Salary Range

111,800.00 - $162,125.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and / or skill level and will be finalized at the time of offer.

Equal opportunity employer

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Job Posting End Date at 12 : 01 am on :

07-03-2025

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Workplace Flexibility : Remote - Nationwide