Benefits Planner

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. The Benefits Planner partners with Executive Planners to deliver workplace benefits optimization and comprehensive financial planning services to highly compensated participants. This role combines financial planning expertise with a consultative, relationship-building approach to help participants maximize their workplace benefits, identify planning opportunities, and deepen their engagement with Empower 's wealth management solutions. The Benefits Planner serves as the subject matter expert on executive benefits while developing customized financial plans, presenting personalized recommendations, and supporting meaningful client relationships. Success in this role requires strong financial planning knowledge, a proactive sales orientation, and the ability to build trust that fosters long-term client engagement and business growth. What You Will Do Partner with Executive Planners to provide workplace benefits optimization reviews for highly compensated participants. Build and maintain trusted relationships with executive participants by delivering personalized financial planning guidance and ongoing support. Identify opportunities to deepen participant relationships by introducing appropriate financial planning and wealth management solutions based on each participant's goals, needs, and financial circumstances. Apply a con