Benefits Planner with CRPC License

Job Summary

A company is looking for a Benefits Planner to provide financial planning services to highly compensated participants.

Key Responsibilities

• Build and maintain strong relationships with highly compensated participants
• Consult with executives to optimize their benefits and provide support to Executive Planners
• Develop comprehensive financial plans tailored to individual needs and goals

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or 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
• Life Insurance Licensing preferred