Benefits Planner

Empower • Overland Park, KS

2d • Remote

About The Position

The Benefits Planner will be responsible for providing benefits optimization reviews and comprehensive financial planning services to highly compensated (executive) participants. This role requires a general understanding of financial services, including investment strategies, tax planning, estate planning, and risk management. The Benefits Planner will work closely with the Executive Planner to support conversations around optimization of workplace benefits. The planner will also be responsible for creating and presenting customized financial plans.

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, or related field
• Chartered Retirement Planning Counselor (CRPC©) required
• Registrations/Licensing: FINRA Series 7, NASAA Series 63 and 65, required
• Life Insurance Licensing, preferred
• FINRA fingerprinting required
• Minimum of 3 years of experience in financial planning or wealth management
• Excellent analytical and problem-solving skills
• Superior interpersonal and communication skills, with the ability to explain complex financial concepts clearly
• High level of integrity, professionalism, and ethical standards
• Proficiency in financial planning software (MoneyGuidePro, Naviplan, etc.) and Microsoft Office Suite

Nice To Haves

• Certified Financial Planner © (CFP©) designation preferred
• Experience working with highly compensated Empower plan participants preferred

Responsibilities

• Client Relationship Management: Build and maintain strong, long-term relationships with highly compensated participants
• Benefits Consultation: Work with executives to optimize their benefits initially and annually. Be the benefits expert, providing additional support to the Executive Planner(s) you work with
• Financial Planning & Analysis: Support the Executive Planner by developing comprehensive financial plans tailored to the individual needs and goals of the executives
• Investment Management: Recommend, implement, and review investment strategies that align with risk tolerance and financial objectives. Stay informed about market trends, economic conditions, and regulatory changes impacting investments
• Compliance and Risk Management: Conduct thorough risk assessments and implement appropriate risk management strategies
• Team Leadership and Development: Support your team while fostering a collaborative and high-performance environment

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior