Planner, Finance & Banking, Wealth Management

The Benefits Planner will provide benefits optimization reviews and comprehensive financial planning services to highly compensated (executive) participants. This role requires a general understanding of financial services, including investment strategies, tax planning, estate planning, and risk management.

• Client Relationship Management:
  Build and maintain strong, long‑term relationships with highly compensated participants.
• Benefits Consultation:
  Work with executives to optimize their benefits initially and annually, serving as the benefits expert.
• Financial Planning & Analysis:
  Develop comprehensive financial plans tailored to the individual needs and goals of the executives, supporting the Executive Planner.
• Investment Management:
  Recommend, 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.
• Compliance and
  
  Risk Management:
  
  Conduct thorough risk assessments and implement appropriate risk‑management strategies.
• Team Leadership and Development:
  Support your team while fostering a collaborative and high‑performance environment.

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• Chartered Retirement Planning Counselor (CRPC) required.
• Registrations/Licensing: FINRA Series7, NASAA Series
  63 and
  65, required Life Insurance Licensing; preferred FINRA fingerprinting.
• Minimum of 3 years of experience in financial planning or wealth 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 (Money Guide Pro , Naviplan, etc.) and Microsoft Office Suite.

• Certified Financial Planner (CFP) designation preferred.
• Experience working with highly compensated Empower plan participants.

• The role is remote and hybrid. Employees must provide reliable high‑speed internet with a wired connection and a suitable work environment at home.
• Other necessary computer equipment will be provided.
• Employees may be required to work in the office if the home environment does not meet requirements.

• Medical, dental, vision, and life insurance.
• Retirement savings – 401(k) plan with generous company matching (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, including the option to wear jeans.
• Generous paid time off upon hire—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—paid parental leave, paid short‑ and long‑term disability, and Family and Medical Leave (FMLA).
• Business Resource Groups (BRGs) that foster inclusion and collaboration across the business and communities.

• Base Salary Range: $87,400.00 – $.
• 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 the posted hiring range based on geographic location, work experience, education, licensure requirements, and/or skill level.

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, 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.

Drug‑free workplace. We do not sponsor or take over sponsorship of an employment visa at this time.

Final date to receive applications:
July 18, 2026.