Executive 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 Executive Planner serves as the primary financial planning advisor for highly compensated participants by delivering comprehensive financial planning, workplace benefits optimization, and personalized wealth management guidance. This role develops long-term relationships with executive participants, helping them navigate complex financial decisions and align their workplace benefits, investment strategies, and financial resources with their long-term objectives. As a senior member of the Workplace Planning and Executive Engagement team, the Executive Planner combines deep financial planning expertise with a consultative, relationship-driven approach to deliver holistic financial guidance. Success in this role requires exceptional planning knowledge, the ability to simplify complex financial concepts, and a proactive mindset focused on deepening client relationships, identifying planning opportunities, and delivering an exceptional client experience. What You Will Do Serve as the primary financial planning advisor for highly compensated participants by building trusted, long-term relationships through personalized financial guidance. Conduct comprehensive workplace benefits optimization reviews during initial and ongoing planning engagements. Develop, present, and implement customized financial plans tailored to each part