Financial Benefits Consultant

What you will do

Build and maintain strong, long-term relationships with highly compensated participants, providing exceptional customer service and proactive communication. Coordinate participant meetings with Executive Planner(s) and Benefits Planner(s)

Support the team by assisting with comprehensive financial plan creation and being knowledgeable about executive benefits and plans for participant inquiries

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.

Maintain accurate and detailed client records in compliance with company policies

Support your team while fostering a collaborative and high-performance environment

What you will bring

Bachelor's degree in Finance, Economics, Business Administration, or related field

Minimum of 3 years of experience in financial planning or wealth management

Registrations / Licensing : FINRA Series 7, NASAA Series 63 required

FINRA fingerprinting required

Life insurance licensing preferred

Chartered Retirement Planning Counselor (CRPC©) preferred

Knowledge of financial wellness and investment management strategies

What will set you apart

Exceptional communication, organizational, and presentation abilities

Proactive, detail-oriented self-starter who thrives in a fast-paced, multi-tasking environment

Comfort with digital tools and platforms; skilled at working in a paperless, cloud-based, and remote-service environment

Ability to quickly establish trust and build long-term relationships that drive client success

Experience using CRM tools like Salesforce and financial planning software

Strong commitment to financial education and empowering clients to make confident decisions

What we offer you

We 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 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.

Base Salary Range

$64,300.00 – $90,850.00

Equal opportunity employer

We 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.

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