Executive Planner (Finance)

TL;DR

Executive Planner (Finance): Delivering comprehensive financial planning, workplace benefits optimization, and personalized wealth management guidance for highly compensated participants with an accent on long-term relationship development and complex financial decision-making. Focus on building customized financial plans, optimizing retirement and tax strategies, and coordinating with professional advisors.

Location: Remote (USA). Must be authorized to work in the U.S. without sponsorship (no CPT/OPT).

Salary: $114,000 - $165,300

Company

Financial services company focused on transforming financial lives through flexible wealth management and retirement solutions.

What you will do

• Serve as the primary financial advisor for highly compensated participants, building trusted long-term relationships.
• Develop and implement customized financial plans tailored to goals, family circumstances, and long-term objectives.
• Conduct comprehensive workplace benefits optimization reviews and identify planning opportunities.
• Provide guidance on retirement, investment management, tax-efficient strategies, estate planning, and risk management.
• Collaborate with clients' attorneys, accountants, and other professional advisors.
• Mentor and support Benefits Planners and Financial Benefits Consultants through coaching and best practices.

Requirements

• Minimum 10 years of experience in financial planning, wealth management, or financial advisory services.
• Certified Financial Planner™ (CFP®) certification required.
• Active FINRA Series 7, 63, and 65 (or 66) licenses required.
• State Life Insurance License required.
• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Must be authorized to work for any employer in the U.S. (no visa sponsorship available).

Nice to have

• MBA degree.
• Experience with executive compensation, deferred compensation, and nonqualified plans.
• Advanced expertise in tax-aware investment strategies and estate planning concepts.
• Proven success collaborating with external CPAs and attorneys.

Culture & Benefits

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