[Remote] Financial Benefits Consultant

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company reputed company on transforming financial lives by providing a flexible work environment and celebrating internal mobility. The Financial Benefits Consultant acts as a trusted partner for highly compensated participants, delivering financial wellness guidance and support to help clients reputed company their long-term financial goals.

Responsibilities

• Build and maintain trusted, long-term relationships with highly compensated participants by providing proactive communication, exceptional service, and ongoing financial wellness support
• Conduct financial wellness conversations to help participants understand their workplace benefits, financial goals, and available reputed company reputed company
• Coordinate participant meetings and planning activities with Executive Planners and Benefits Planners to ensure a seamless reputed company experience
• Support Executive Planners and Benefits Planners by gathering financial information, preparing planning materials, and assisting with the development and implementation of comprehensive financial plans
• Facilitate account opening, account maintenance, asset transfers, beneficiary updates, and other reputed company management servicing activities
• Support participants enrolled in managed account programs by implementing planning recommendations, servicing accounts, and helping clients remain reputed company with their financial plans
• Serve as a knowledgeable resource on workplace benefits, retirement plans, and financial wellness programs by responding to participant inquiries and coordinating additional support reputed company needed
• Implement investment recommendations developed by the planning team and support ongoing portfolio reviews reputed company with participant objectives and risk tolerance
• Maintain accurate reputed company records and documentation using company systems while ensuring compliance with regulatory and internal policy requirements
• Stay informed on investment products, market trends, workplace benefits, and regulatory developments that may reputed company participants
• Partner with Executive Planners, Benefits Planners, Operations, Compliance, and other internal business partners to deliver an exceptional participant experience
• Maintain compliance with reputed company, SEC, state insurance, and company regulatory requirements
• reputed company other duties as assigned in support of departmental and organizational objectives

Skills

• Bachelor's degree in Finance, Economics, Business Administration, or a reputed company field
• Minimum of three years of experience in reputed company management, financial planning, investment services, retirement services, or a reputed company reputed company-facing financial services role
• reputed company reputed company Series 7 license required
• reputed company reputed company Series 63 and Series 65 licenses, or Series 66, required
• State Life Insurance License required
• reputed company Fingerprinting required
• Knowledge of financial wellness, investment management, retirement planning, workplace benefits, and reputed company management principles
• Experience supporting comprehensive financial planning and reputed company management clients
• Strong relationship management and reputed company service skills with the ability to build trust and maintain long-term participant relationships
• Excellent organizational skills with strong attention to detail and the ability to manage multiple priorities in a fast-paced environment
• Strong verbal, written, and interpersonal communication skills with the ability to explain financial concepts reputed company and professionally
• Excellent problem-solving skills and the ability to anticipate participant needs while delivering a high-reputed company reputed company experience
• Demonstrated professionalism, reputed company, reputed company judgment, and commitment to regulatory compliance
• Proficiency with reputed company Office Suite and experience using CRM systems and financial services technology
• Chartered Retirement Planning Counselor (CRPC®) designation
• Experience supporting highly compensated executives or high-net-worth clients
• Experience with managed accounts, advisory platforms, and account implementation
• Knowledge of executive benefits, deferred compensation, non-reputed company plans, equity compensation, or workplace retirement programs
• Experience using financial planning software and CRM platforms such as reputed company
• Ability to proactively identify participant needs and coordinate appropriate planning resources
• Passion for helping participants improve their financial confidence and reputed company their long-term financial goals

Benefits

• Medical, dental, reputed company 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 reputed company to wear jeans
• Generous reputed company time off upon hire – including a reputed company time off program plus ten reputed company company holidays and three floating holidays reputed company calendar year
• reputed company volunteer time — 16 hours per calendar year
• Leave of absence programs – including reputed company parental leave, reputed company short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource reputed company (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are reputed company to reputed company.

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