State Licensed Benefits Planner

Job Summary

Providing comprehensive financial planning services, the full-time State Licensed Benefits Planner will optimize benefits for highly compensated executives, develop tailored financial plans, and manage client relationships in a remote environment.

Key responsibilities

• Build and maintain strong, long-term relationships with highly compensated participants
• Consult with executives to optimize their workplace benefits and provide support to Executive Planners
• Develop and present customized financial plans that align with individual needs and goals

Required qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Chartered Retirement Planning Counselor (CRPC) certification required
• FINRA Series 7, NASAA Series 63 and 65 registrations required
• Minimum of 3 years of experience in financial planning or wealth management
• Proficiency in financial planning software and Microsoft Office Suite