Executive Planner at Empower summary: The Executive Planner at Empower provides comprehensive financial planning and benefits optimization services primarily to highly compensated executives. This role involves developing tailored financial plans, implementing investment strategies, tax planning, estate planning, and risk management to help clients achieve long-term financial goals. The position requires collaboration, leadership, and strong interpersonal skills within a flexible and inclusive work environment. Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.As an Executive Planner at Empower, you will be responsible for providing benefits optimization reviews and comprehensive financial planning services to highly compensated (executive) participants. This role requires an understanding of financial services, investment strategies, tax planning, estate planning, and risk management. The Executive Planner will work closely with executives to optimize workplace benefits and provide customized financial plans that align with their long-term financial objectives.What you will doBuild and maintain strong, long-term relationships with highly compensated participantsWork with executives to optimize their benefits initially and annuallyDevelop comprehensive financial plans tailored to the individual needs and goals of the executives you work withRecommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectivesStay informed about market trends, economic conditions, and regulatory changes impacting investmentsProvide guidance on tax-efficient investment strategies and planning and collaborate with other professionals as neededConduct thorough risk assessments and implement appropriate risk management strategiesMentor and guide your team while fostering a collaborative and high-performance environmentWhat you will bringBachelor’s degree in Finance, Economics, Business Administration, or related field. MBA, preferred.Certified Financial Planner (CFP) designation requiredFINRA Series 7, NASAA Series 63 and 65, and life insurance licensing requiredFINRA fingerprinting requiredMinimum of 10 years of experience in financial planning or wealth management, with a focus on high-net-worth clientsProven track record of developing and managing comprehensive financial plansStrong knowledge of investment strategies, tax planning, estate planning, and risk managementExcellent analytical and problem-solving skillsSuperior interpersonal and communication skills, with the ability to explain complex financial concepts clearlyHigh level of integrity, professionalism, and ethical standardsProficiency in financial planning software (MoneyGuidePro, Naviplan, etc.) and Microsoft Office SuiteWhat will set you apartAdvanced degrees or certifications beyond CFP such as CPA or CFAExtensive experience in executive benefits consultingDemonstrated leadership in high-performance financial advisory teamsStrong network or client base among high-net-worth individuals or executives#PJPW2#LI-Remote***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***What we offer youWe offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.Medical, dental, vision and life insuranceRetirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineupTuition reimbursement up to $5,250/yearBusiness-casualenvironment that includes the option to wear jeansGenerous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar yearPaid volunteer time — 16 hours per calendar yearLeave 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.Base Salary Range$111,800.00 - $162,125.00The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.Equal opportunity employer•Drug-free workplaceWe are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***Job Posting End Date at 12:01 am on:07-09-2025Want the latest money news and views shaping how we live, work and play? Sign up for Empower’sfree newsletterand check outThe Currency.Workplace Flexibility:Remote - Nationwide

Keywords: financial planning, executive benefits, investment strategies, tax planning, estate planning, risk management, wealth management, financial advisor, high-net-worth clients, CFP certification