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Financial Benefits Consultant
2 weeks ago
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.
The Financial Benefits Consultant will be responsible for financial wellness conversations, account opening and servicing, and providing support to the Executive Planner(s) and Benefits Planner(s) engaged in our Executive Services.
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 and Series 65 required
FINRA fingerprinting required
Knowledge of financial wellness and investment management strategies
What will set you apart
Life insurance licensing preferred
Chartered Retirement Planning Counselor (CRPC) preferred
Exceptional communication, organizational, and presentation abilities
Proactive, detail-oriented self-starter who thrives in a fast-paced, multi-tasking environment
Ability to quickly establish trust and build long-term relationships that drive client success
#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.
- 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.
Base Salary Range
$65,600.00 - $92,675.00The 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 * Drug-free workplace
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.
***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***
Job Posting End Date at 12:01 am on:
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