Empower
Benefits Planner
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Our Vision
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.
About the Role
The Benefits Planner partners with Executive Planners to deliver workplace benefits optimization and comprehensive financial planning services to highly compensated participants. This role combines financial planning expertise with a consultative, relationship-building approach to help participants maximize their workplace benefits, identify planning opportunities, and deepen their engagement with Empower's wealth management solutions. The Benefits Planner serves as the subject matter expert on executive benefits while developing customized financial plans, presenting personalized recommendations, and supporting meaningful client relationships. Success in this role requires strong financial planning knowledge, a proactive sales orientation, and the ability to build trust that fosters long-term client engagement and business growth.
What You Will Do
- Partner with Executive Planners to provide workplace benefits optimization reviews for highly compensated participants.
- Build and maintain trusted relationships with executive participants by delivering personalized financial planning guidance and ongoing support.
- Identify opportunities to deepen participant relationships by introducing appropriate financial planning and wealth management solutions based on each participant's goals, needs, and financial circumstances.
- Apply a consultative approach to encourage ongoing financial planning conversations, increase participant engagement, and support the continued growth of the executive client segment.
- Serve as the subject matter expert on employer-sponsored benefit programs, helping participants understand and maximize available benefits during initial consultations and annual reviews.
- Analyze participant financial situations and develop comprehensive financial plans aligned with individual goals, priorities, and workplace benefits.
- Develop and present customized financial plans and recommendations that address retirement planning, investment strategies, tax-efficient planning, estate planning, and risk management needs.
- Recommend and review investment strategies that align with participant objectives, risk tolerance, and long-term financial goals.
- Monitor market trends, regulatory developments, and industry best practices to deliver informed financial guidance.
- Conduct risk assessments and incorporate appropriate risk management strategies into financial plans.
- Collaborate with Executive Planners and internal business partners to deliver a seamless participant experience and support long-term relationship growth.
- Support team initiatives by sharing knowledge, contributing to continuous improvement efforts, and fostering a collaborative, high-performing environment.
- Maintain compliance with FINRA, SEC, state insurance, and company regulatory requirements.
- Perform other duties as assigned in support of departmental and organizational objectives.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
What You Will Bring
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Minimum of three years of experience in financial planning, wealth management, financial advisory, or a related client-facing financial services role.
- Chartered Retirement Planning Counselor (CRPC®) designation required.
- Certified Financial Planner™ (CFP®) certification preferred.
- Active FINRA Series 7 license required.
- Active FINRA Series 63 and Series 65 licenses, or Series 66, required.
- FINRA Fingerprinting required.
- State Life Insurance License preferred.
- Demonstrated consultative sales orientation with the ability to identify client needs, build trusted relationships, and grow long-term participant engagement.
- Experience uncovering financial planning opportunities and presenting personalized recommendations that align with client goals and objectives.
- Strong knowledge of financial planning, retirement planning, investment management, tax planning, estate planning, and risk management principles.
- Experience creating and presenting comprehensive financial plans to clients.
- Proficiency with financial planning software such as MoneyGuidePro, NaviPlan, or similar planning platforms.
- Proficiency with Microsoft Office Suite.
- Excellent analytical, critical thinking, and problem-solving skills.
- Exceptional verbal, written, presentation, and interpersonal communication skills with the ability to explain complex financial concepts and influence executive-level participants.
- Demonstrated professionalism, integrity, sound judgment, and commitment to regulatory compliance.
What Will Set You Apart
- Certified Financial Planner™ (CFP®) certification.
- Experience advising executives or highly compensated individuals on workplace benefits and comprehensive financial planning.
- Demonstrated success building and expanding client relationships through consultative financial planning conversations.
- Proven ability to identify opportunities to deepen client engagement and increase adoption of wealth management solutions.
- Knowledge of executive compensation programs, deferred compensation plans, equity compensation, and nonqualified benefit programs.
- Experience delivering participant education and financial planning presentations.
- Ability to balance exceptional client service with business development objectives while maintaining a fiduciary mindset.
- Commitment to continuous professional development and staying current on industry trends and regulatory changes.
#PJPW
#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.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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
$87,400.00 - $123,400.00
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 • 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:
08-03-2026
Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for Empower’s free newsletter.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills