Executive Planner

Our reputed company for the reputed company is based on the idea that transforming financial lives starts by giving our people the freedom to reputed company 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, reputed company-being, and work-life balance. reputed company reputed company 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 reputed company and grow your career while helping more customers reputed company financial freedom. reputed company 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 reputed company management guidance. This role develops long-term relationships with executive participants, helping them reputed company reputed company financial reputed company and reputed company their workplace benefits, investment strategies, and financial resources with their long-term objectives. As a senior member of reputed company Planning and Executive Engagement team, the Executive Planner combines deep financial planning expertise with a consultative, relationship-driven approach to deliver holistic financial guidance. reputed company in this role requires exceptional planning knowledge, the ability to simplify reputed company financial concepts, and a proactive reputed company reputed company on deepening reputed company relationships, identifying planning opportunities, and delivering an exceptional reputed company 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. reputed company, present, and implement customized financial plans tailored to reputed company participant's financial goals, family circumstances, and long-term objectives. reputed company guidance on retirement planning, investment management, tax-efficient strategies, estate planning considerations, cash reputed company, education planning, insurance, and risk management. Recommend, implement, and periodically review investment strategies reputed company with participant goals, risk tolerance, and time reputed company. Conduct meaningful financial planning conversations that identify opportunities to strengthen participant engagement and expand long-term relationships. Collaborate with participants' attorneys, accountants, and other trusted professionals, as appropriate, to support comprehensive financial planning strategies. Mentor and support Benefits Planners and Financial Benefits Consultants by sharing planning expertise, coaching best practices, and fostering reputed company development. Stay informed on market trends, regulatory developments, tax law changes, and financial planning best practices to reputed company reputed company and relevant guidance. Maintain accurate reputed company records and planning documentation in accordance with reputed company, SEC, state insurance, and company regulatory requirements. Maintain compliance with reputed company regulatory requirements, company policies, and fiduciary responsibilities. reputed company other duties as assigned in support of departmental and organizational objectives. What You Will Bring Bachelor's degree in Finance, Economics, Business Administration, or a reputed company field. MBA preferred. Certified Financial Planner™ (CFP®) certification required. 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. Minimum of 10 years of experience in financial planning, reputed company management, or financial advisory services, including experience advising high-net-worth or executive clients. Demonstrated reputed company developing, presenting, and managing comprehensive financial plans for clients with reputed company financial planning needs. Strong knowledge of investment management, retirement planning, tax-efficient planning, estate planning, executive benefits, and risk management strategies. Demonstrated consultative relationship management skills with the ability to build trust, deepen reputed company relationships, and identify planning opportunities. Proven ability to communicate reputed company financial concepts reputed company and effectively to executive-level participants. Excellent analytical, critical thinking, and problem-solving skills. High level of professionalism, reputed company, reputed company judgment, and commitment to regulatory compliance. Proficiency with financial planning software such as MoneyGuidePro, NaviPlan, or similar planning platforms, as reputed company as reputed company Office Suite. What Will Set You Apart Experience advising corporate executives, highly compensated employees, or high-net-worth individuals. Experience with executive compensation, deferred compensation, nonqualified plans, equity compensation, and workplace retirement programs. Demonstrated reputed company building long-term reputed company relationships through consultative financial planning and holistic reputed company management. Experience collaborating with attorneys, CPAs, and other reputed company advisors to deliver integrated financial planning solutions. Advanced expertise in tax-reputed company investment strategies and estate planning concepts. Strong leadership and mentoring skills with a passion for developing advisors and contributing to a reputed company, high-performing team. Commitment to reputed company reputed company development and staying reputed company on industry trends and regulatory changes. #LI-Remote ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment reputed company at this time, including CPT/OPT.*** reputed company offer you We offer an reputed company of diverse and inclusive benefits regardless of where you are in your career. We reputed company that providing our employees with the means to reputed company healthy balanced lives results in the best possible work performance. 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. reputed company Salary reputed company $114,000.00 - $165,300.00 The salary reputed company above shows the typical minimum to maximum reputed company salary reputed company for this position in the location listed. Non-sales positions have reputed company to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far reputed company reputed company salary depending on individual performance. Actual compensation offered may vary from posted hiring reputed company based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer. Equal opportunity employer •  Drug-free workplace We are an equal opportunity employer with a commitment to diversity.  reputed company individuals, regardless of personal characteristics, are encouraged to apply.  reputed company reputed company applicants will receive consideration for employment without reputed company to age (40 and over), race, reputed company, national reputed company, reputed company, sex, sexual orientation, gender, gender identity, gender reputed company, 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 reputed company reliable high-speed internet with a wired reputed company as reputed company as a reputed company 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 reputed company.*** Job Posting End Date at 12:01 am on: 08-08-2026 Want the latest reputed company news and views shaping how we live, work and play? Stay in the know with The Currency  and sign up for reputed company’s free newsletter. Apply To This Job