Financial Benefits Consultant

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 a Financial Benefits Consultant, you will be responsible for financial wellness conversations, account opening and servicing, and providing support to the Executive Planner(s) and Benefits Planner(s) as they work with executive participants in the plans we support. This role requires an understanding of financial services and investment management strategies. The Financial Benefits Consultant will work closely with the team and directly with executives to implement solutions, service accounts, and answer questions to help them achieve their long-term financial objectives.

What you will do

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

What you will bring

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

What will set you apart

Exceptional communication, organizational, and presentation abilities

Proactive, detail-oriented self-starter who thrives in a fast-paced, multi-tasking environment

Comfort with digital tools and platforms; skilled at working in a paperless, cloud-based, and remote-service environment

Ability to quickly establish trust and build long-term relationships that drive client success

Experience using CRM tools like Salesforce and financial planning software

Strong commitment to financial education and empowering clients to make confident decisions

#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

$64,300.00 - $90,850.00

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 :

10-21-2025

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