Benefits Planner

TL;DR

Benefits Planner (Financial Services): Providing benefits optimization reviews and comprehensive financial planning services to highly compensated executives with an accent on investment strategies, tax planning, estate planning, and risk management. Focus on developing customized financial plans, building client relationships, and implementing risk management strategies.

Location: Remote - Nationwide (US). Must be authorized to work for any employer in the U.S. No visa sponsorship.

Salary: $87,400 - $123,400

Company

Financial services company focused on transforming financial lives through flexible work and internal mobility.

What you will do

• Build and maintain long-term relationships with highly compensated executives
• Optimize benefits for executives initially and annually, acting as the benefits expert
• Develop comprehensive financial plans tailored to individual needs and goals
• Recommend, implement, and review investment strategies aligned with risk tolerance
• Conduct risk assessments and implement risk management strategies
• Support team leadership and foster a collaborative environment

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, or related field
• Chartered Retirement Planning Counselor (CRPC) required
• FINRA Series 7, NASAA Series 63 and 65 required
• FINRA fingerprinting required
• Minimum of 3 years of experience in financial planning or wealth management
• Proficiency in financial planning software (MoneyGuidePro, Naviplan, etc.) and Microsoft Office Suite

Nice to have

• Life Insurance Licensing
• Certified Financial Planner (CFP) designation
• Experience working with highly compensated hirify.global plan participants

Culture & Benefits

• Medical, dental, vision, and life insurance
• 401(k) with up to 6% company matching, financial advisory services
• Tuition reimbursement up to $5,250/year
• Generous paid time off, 10 company holidays, 3 floating holidays
• Paid volunteer time (16 hours/year), parental leave, short/long-term disability
• Business-casual environment, Business Resource Groups for inclusion