Benefits Planner (Finance)

TL;DR

Benefits Planner (Finance): Delivering workplace benefits optimization and comprehensive financial planning services to highly compensated participants with an accent on executive benefits and wealth management. Focus on developing customized financial plans, optimizing employer-sponsored programs, and fostering long-term client engagement.

Location: Remote (Must be authorized to work in the U.S.)

Salary: $87,400 - $123,400

Company

A leading financial services company focused on transforming financial lives through comprehensive wealth management and retirement solutions.

What you will do

• Partner with Executive Planners to provide workplace benefits optimization reviews for high-net-worth participants.
• Develop and present customized financial plans covering retirement, investment, tax-efficient strategies, and estate planning.
• Serve as the subject matter expert on employer-sponsored benefit programs to help participants maximize available benefits.
• Build and maintain trusted relationships with executive clients using a consultative, relationship-building approach.
• Recommend investment strategies aligned with participant objectives, risk tolerance, and long-term goals.
• Maintain strict compliance with FINRA, SEC, state insurance, and company regulatory requirements.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Minimum 3 years of experience in financial planning, wealth management, or a client-facing financial services role.
• Active FINRA Series 7, 63, and 65 (or 66) licenses required.
• Chartered Retirement Planning Counselor (CRPC®) designation required.
• Must be authorized to work for any employer in the U.S. (no sponsorship provided).
• Proficiency with financial planning software such as MoneyGuidePro or NaviPlan.

Nice to have

• Certified Financial Planner™ (CFP®) certification.
• State Life Insurance License.
• Experience advising executives on deferred compensation, equity compensation, and nonqualified benefit programs.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with generous company matching contributions up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including 10 company holidays and 3 floating holidays.
• Paid parental leave, short-term and long-term disability, and 16 hours of paid volunteer time annually.