Benefits Consultant

Overview

The Benefits Consultant works as part of a practice group supporting the organization’s premier offering for executives. This role partners closely with Executive Planners and Benefits Planners to support executive participants through account servicing, transaction support, and coordination across the team. Through direct interaction with executives, the Benefits Consultant answers questions, identifies planning opportunities, and helps deliver a white-glove experience.

Responsibilities

• Build and maintain strong, long-term relationships with highly compensated executive participants by managing inbound calls and inquiries, conducting proactive outreach, delivering exceptional customer service, and ensuring consistent follow-through.
• Coordinate participant meetings with Executive Planners and Benefits Planners, and identify opportunities for broader financial planning conversations and deeper participant engagement.
• Handle account servicing and transaction requests, educate participants on executive plan benefits and available options, and research and resolve participant inquiries.
• Coordinate with internal specialists on complex or specialized participant needs while maintaining ownership of the participant experience through resolution.
• Maintain knowledge of executive benefits and supported plans to respond to participant inquiries and identify planning opportunities.
• Support Executive Planners and Benefits Planners with financial planning activities, meeting coordination, participant servicing, and administrative support.
• Maintain accurate and detailed participant records in accordance with company policies and applicable compliance requirements.
• Document participant interactions, service requests, follow-up activities, and planning opportunities within applicable client relationship management and recordkeeping systems.
• Partner with Executive Planners, Benefits Planners, and internal service and specialist teams to deliver a coordinated, white-glove participant experience and foster a collaborative, high-performance environment.

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field
• Minimum of 3 years of experience in financial planning or wealth management
• FINRA Series 7 registration
• NASAA Series 63 registration
• FINRA Fingerprinting required
• Knowledge of financial wellness and investment management strategies
• Strong client relationship management and customer service skills, including experience interacting directly with high-net-worth, highly compensated, or executive clients
• Ability to research and resolve account servicing and transaction-related inquiries while coordinating effectively with internal partners
• Strong verbal and written communication, organizational, problem-solving, and follow-through skills
• Knowledge of executive benefit plans, retirement plans, or executive compensation arrangements

Preferred Qualifications

• Experience supporting executives or high-net-worth clients within financial services, wealth management, retirement services, or financial planning
• Experience with executive benefit plans or specialized retirement and compensation programs
• Experience working in a team-based financial planning or relationship management model
• Experience using CRM, financial planning, or participant recordkeeping platforms

Compensation & Benefits

Base Salary Range

• $65,600.00 - $92,675.00

Non-sales positions may participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary based on geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Benefits

• 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) – open to all

Additional Information

• Applicants must be authorized to work for any employer in the U.S. The employer is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
• For remote and hybrid positions: reliable high-speed internet with a wired connection is required, along with a place in your home to work with limited disruption. Reliable connectivity from an internet service provider that is fiber, cable or DSL internet is required. Other necessary computer equipment will be provided. The role may require working in the office if the home work environment and required internet connection are not adequate.

Equal Opportunity

Equal opportunity employer and drug-free workplace.

Application Deadline

Job Posting End Date: 11-02-2026 at 12:01 am