Benefits Planner

Empowercommunitycare

Base: $87,400.00 - $123,400.00; bonus/equity: non-...
Hybrid
Benefits optimization for executives
Comprehensive financial plan creation
Investment strategy recommendation
The Benefits Planner will provide benefits optimization reviews and comprehensive financial planning services to highly compensated executive participants

Job Summary

  • The Benefits Planner will provide benefits optimization reviews and comprehensive financial planning services to highly compensated executive participants.
  • The role requires working closely with Executive Planners to support conversations around optimizing workplace benefits and creating customized financial plans.
  • Empower offers a diverse benefits package including medical, dental, vision, life insurance, a 401(k) plan with up to 6% matching, and paid volunteer time.

Matching Summary

The Benefits Planner will provide benefits optimization reviews and comprehensive financial planning services to highly compensated executive participants.

Salary

Base: $87,400.00 - $123,400.00; Bonus/Equity: Non-sales positions eligible for bonus program; Benefits: Medical, dental, vision, 401(k) match up to 6%, tuition reimbursement up to $5,250/year

Skills & Requirements

Must-have

  • Benefits optimization for executives
  • Comprehensive financial plan creation
  • Investment strategy recommendation
  • Risk assessment and management
  • Client relationship management

Nice-to-have

  • Collaborative high-performance environment
  • Inclusive and welcoming culture
  • Internal mobility opportunities
  • Purpose-driven work-life balance

Key Requirements

  • Bachelor's degree in Finance or related field
  • Chartered Retirement Planning Counselor (CRPC) required
  • FINRA Series 7, NASAA Series 63 and 65 required
  • Minimum of 3 years experience in financial planning
  • Authorized to work for any employer in the U.S.

Work Rights

Must be authorized to work for any employer in the U.S.

Tailored Resume

Cover Letter