The Benefits Planner partners with Executive Planners to deliver workplace benefits optimization and comprehensive financial planning services to highly compensated participants. This role combines ...
The Benefits Planner partners with Executive Planners to deliver workplace benefits optimization and comprehensive financial planning services to highly compensated participants. This role combines ...
Executive Planning Consultant I - Remote
Aurora, CO · On-site +1
$79K - $153K/yr
CFP (Certified Financial Planner) designation encouraged. * CEP (Certified Equity Professional) designation encouraged. * Experience working with executives and employee benefit plans. * Demonstrated ...
Executive Planning Consultant I - Remote
Aurora, CO · On-site +1
$79K - $153K/yr
CFP (Certified Financial Planner) designation encouraged. * CEP (Certified Equity Professional) designation encouraged. * Experience working with executives and employee benefit plans. * Demonstrated ...
We continually seek to perfect our craft of personalized financial planning with our team-based ... The VP, Corporate Executive Program will lead the design, build, and national rollout of a ...
We continually seek to perfect our craft of personalized financial planning with our team-based ... The VP, Corporate Executive Program will lead the design, build, and national rollout of a ...
Executive Consultant
Washington, DC · On-site
... executive planning sessions and strategic workshops to align organizational objectives, performance measures, and agency priorities with mission-critical outcomes. • Develop data-driven ...
Executive Consultant
Washington, DC · On-site
... executive planning sessions and strategic workshops to align organizational objectives, performance measures, and agency priorities with mission-critical outcomes. • Develop data-driven ...
Executive Consultant
Washington, DC · On-site
... executive planning sessions and strategic workshops to align organizational objectives, performance measures, and agency priorities with mission-critical outcomes. · Develop data-driven ...
Quick apply
Executive Consultant
Washington, DC · On-site
... executive planning sessions and strategic workshops to align organizational objectives, performance measures, and agency priorities with mission-critical outcomes. · Develop data-driven ...
Executive Consultant
Washington, DC · Remote
Facilitate executive planning sessions and strategic workshops to align organizational objectives, performance measures, and agency priorities with mission-critical outcomes. Develop data-driven ...
Executive Consultant
Washington, DC · Remote
Facilitate executive planning sessions and strategic workshops to align organizational objectives, performance measures, and agency priorities with mission-critical outcomes. Develop data-driven ...
Overview Bluewater Federal is looking for a Policy Executive / Strategic Planner to support the Naval Surface Warfare Center (NSWC), Philadelphia, PA As the Policy Executive / Strategic Planner, you ...
Overview Bluewater Federal is looking for a Policy Executive / Strategic Planner to support the Naval Surface Warfare Center (NSWC), Philadelphia, PA As the Policy Executive / Strategic Planner, you ...
Overview Bluewater Federal is looking for a Policy Executive / Strategic Planner to support the Naval Surface Warfare Center (NSWC), Philadelphia, PA As the Policy Executive / Strategic Planner, you ...
Overview Bluewater Federal is looking for a Policy Executive / Strategic Planner to support the Naval Surface Warfare Center (NSWC), Philadelphia, PA As the Policy Executive / Strategic Planner, you ...
The Lead partners with executive leadership, business stakeholders, technical teams, and ... planning while ensuring an exceptional customer experience. Key Responsibilities • Lead ...
The Lead partners with executive leadership, business stakeholders, technical teams, and ... planning while ensuring an exceptional customer experience. Key Responsibilities • Lead ...
Track leadership assignments and strategic initiatives to ensure timely follow-through. * Assist with annual planning meetings, budget preparation meetings, leadership retreats, and other executive ...
Track leadership assignments and strategic initiatives to ensure timely follow-through. * Assist with annual planning meetings, budget preparation meetings, leadership retreats, and other executive ...
Executive Assistant
UT · On-site
Track leadership assignments and strategic initiatives to ensure timely follow-through. * Assist with annual planning meetings, budget preparation meetings, leadership retreats, and other executive ...
Executive Assistant
UT · On-site
Track leadership assignments and strategic initiatives to ensure timely follow-through. * Assist with annual planning meetings, budget preparation meetings, leadership retreats, and other executive ...
Overview Bluewater Federal is looking for a Policy Executive / Strategic Planner to support the Naval Surface Warfare Center (NSWC), Philadelphia, PA As the Policy Executive / Strategic Planner, you ...
Overview Bluewater Federal is looking for a Policy Executive / Strategic Planner to support the Naval Surface Warfare Center (NSWC), Philadelphia, PA As the Policy Executive / Strategic Planner, you ...
Executive Assistant
Provo, UT · On-site
Track leadership assignments and strategic initiatives to ensure timely follow-through. * Assist with annual planning meetings, budget preparation meetings, leadership retreats, and other executive ...
Quick apply
Executive Assistant
Provo, UT · On-site
Track leadership assignments and strategic initiatives to ensure timely follow-through. * Assist with annual planning meetings, budget preparation meetings, leadership retreats, and other executive ...
Development Executive, Planned Giving & Endowments
Manhattan, NY · On-site
$75K - $78K/yr
The Development Executive (DE) will be responsible for identifying community planned giving prospects, devising an outreach plan, making calls and obtaining meetings with these prospects, developing ...
Development Executive, Planned Giving & Endowments
Manhattan, NY · On-site
$75K - $78K/yr
The Development Executive (DE) will be responsible for identifying community planned giving prospects, devising an outreach plan, making calls and obtaining meetings with these prospects, developing ...
Development Executive, Planned Giving & Endowments
Manhattan, NY · On-site
$75K - $78K/yr
The Development Executive (DE) will be responsible for identifying community planned giving prospects, devising an outreach plan, making calls and obtaining meetings with these prospects, developing ...
Development Executive, Planned Giving & Endowments
Manhattan, NY · On-site
$75K - $78K/yr
The Development Executive (DE) will be responsible for identifying community planned giving prospects, devising an outreach plan, making calls and obtaining meetings with these prospects, developing ...
Sr Executive Assistant
Hayward, CA · On-site
Coordinate all logistics for Executive Leadership Team meetings, quarterly business reviews, leadership off-sites, and executive planning sessions. * Prepare meeting agendas, collect pre-read ...
Sr Executive Assistant
Hayward, CA · On-site
Coordinate all logistics for Executive Leadership Team meetings, quarterly business reviews, leadership off-sites, and executive planning sessions. * Prepare meeting agendas, collect pre-read ...
Sr Executive Assistant
Hayward, CA · Hybrid
Coordinate all logistics for Executive Leadership Team meetings, quarterly business reviews, leadership off-sites, and executive planning sessions. * Prepare meeting agendas, collect pre-read ...
Quick apply
Sr Executive Assistant
Hayward, CA · Hybrid
Coordinate all logistics for Executive Leadership Team meetings, quarterly business reviews, leadership off-sites, and executive planning sessions. * Prepare meeting agendas, collect pre-read ...
Sr Executive Assistant
Hayward, CA · Hybrid
Coordinate all logistics for Executive Leadership Team meetings, quarterly business reviews, leadership off-sites, and executive planning sessions. * Prepare meeting agendas, collect pre-read ...
Sr Executive Assistant
Hayward, CA · Hybrid
Coordinate all logistics for Executive Leadership Team meetings, quarterly business reviews, leadership off-sites, and executive planning sessions. * Prepare meeting agendas, collect pre-read ...
Provide administrative, planning, event, communication, and project support for the Executive Pastor (XP) and Lead Pastor (LP) to support and free up their time to accomplish ministry goals, shepherd ...
Quick apply
Provide administrative, planning, event, communication, and project support for the Executive Pastor (XP) and Lead Pastor (LP) to support and free up their time to accomplish ministry goals, shepherd ...
Provide administrative, planning, event, communication, and project support for the Executive Pastor (XP) and Lead Pastor (LP) to support and free up their time to accomplish ministry goals, shepherd ...
Provide administrative, planning, event, communication, and project support for the Executive Pastor (XP) and Lead Pastor (LP) to support and free up their time to accomplish ministry goals, shepherd ...
Executive Planner information
See salary details
$34.5K - $40K
6% of jobs
$40K - $45.6K
4% of jobs
$45.6K - $51.1K
6% of jobs
$54.4K is the 25th percentile. Wages below this are outliers.
$51.1K - $56.7K
14% of jobs
$56.7K - $62.2K
11% of jobs
The median wage is $64.7K / yr.
$62.2K - $67.8K
20% of jobs
$72.4K is the 75th percentile. Wages above this are outliers.
$67.8K - $73.3K
17% of jobs
$73.3K - $78.9K
12% of jobs
$78.9K - $84.4K
5% of jobs
$84.4K - $90K
3% of jobs
$90K - $95.5K
2% of jobs
$34.5K
$65.7K
$95.5K
How much do executive planner jobs pay per year?
What jobs make $3,000 a day?
What does an executive planner do?
What is the 3 month rule for jobs?
What are the key skills and qualifications needed to thrive as an Executive Planner, and why are they important?
What is the difference between Executive Planner vs Project Coordinator?
| Aspect | Executive Planner | Project Coordinator |
|---|---|---|
| Credentials | Typically requires a bachelor's degree, often in business, management, or related fields; certifications like PMP are common | Usually requires a bachelor's degree; certifications like CAPM can be advantageous |
| Work Environment | Corporate offices, executive settings, strategic planning sessions | Project sites, office environments, team meetings |
| Employer & Industry Usage | Used in corporate, government, and large organizations for high-level planning | Common across industries for managing specific projects and tasks |
While both roles involve planning and coordination, Executive Planners focus on high-level strategic planning for executives, whereas Project Coordinators manage specific project tasks and timelines. The roles often overlap in skills but differ in scope and seniority.
How does an Executive Planner typically collaborate with senior leadership and various departments within an organization?
What is an Executive Planner?
What are the top 5 happiest jobs?

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 14 days ago
Empower rating
7.8
Based on 46 frontline employees who took The Breakroom Quiz
94th of 150 rated financial services
Job description
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Benefits Planner partners with Executive Planners to deliver workplace benefits optimization and comprehensive financial planning services to highly compensated participants. This role combines financial planning expertise with a consultative, relationship-building approach to help participants maximize their workplace benefits, identify planning opportunities, and deepen their engagement with Empower's wealth management solutions. The Benefits Planner serves as the subject matter expert on executive benefits while developing customized financial plans, presenting personalized recommendations, and supporting meaningful client relationships. Success in this role requires strong financial planning knowledge, a proactive sales orientation, and the ability to build trust that fosters long-term client engagement and business growth.
What You Will Do
- Partner with Executive Planners to provide workplace benefits optimization reviews for highly compensated participants.
- Build and maintain trusted relationships with executive participants by delivering personalized financial planning guidance and ongoing support.
- Identify opportunities to deepen participant relationships by introducing appropriate financial planning and wealth management solutions based on each participant's goals, needs, and financial circumstances.
- Apply a consultative approach to encourage ongoing financial planning conversations, increase participant engagement, and support the continued growth of the executive client segment.
- Serve as the subject matter expert on employer-sponsored benefit programs, helping participants understand and maximize available benefits during initial consultations and annual reviews.
- Analyze participant financial situations and develop comprehensive financial plans aligned with individual goals, priorities, and workplace benefits.
- Develop and present customized financial plans and recommendations that address retirement planning, investment strategies, tax-efficient planning, estate planning, and risk management needs.
- Recommend and review investment strategies that align with participant objectives, risk tolerance, and long-term financial goals.
- Monitor market trends, regulatory developments, and industry best practices to deliver informed financial guidance.
- Conduct risk assessments and incorporate appropriate risk management strategies into financial plans.
- Collaborate with Executive Planners and internal business partners to deliver a seamless participant experience and support long-term relationship growth.
- Support team initiatives by sharing knowledge, contributing to continuous improvement efforts, and fostering a collaborative, high-performing environment.
- Maintain compliance with FINRA, SEC, state insurance, and company regulatory requirements.
- Perform 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 related field.
- Minimum of three years of experience in financial planning, wealth management, financial advisory, or a related client-facing financial services role.
- Chartered Retirement Planning Counselor (CRPC®) designation required.
- Certified Financial Planner™ (CFP®) certification preferred.
- Active FINRA Series 7 license required.
- Active FINRA Series 63 and Series 65 licenses, or Series 66, required.
- FINRA Fingerprinting required.
- State Life Insurance License preferred.
- Demonstrated consultative sales orientation with the ability to identify client needs, build trusted relationships, and grow long-term participant engagement.
- Experience uncovering financial planning opportunities and presenting personalized recommendations that align with client goals and objectives.
- Strong knowledge of financial planning, retirement planning, investment management, tax planning, estate planning, and risk management principles.
- Experience creating and presenting comprehensive financial plans to clients.
- Proficiency with financial planning software such as MoneyGuidePro, NaviPlan, or similar planning platforms.
- Proficiency with Microsoft Office Suite.
- Excellent analytical, critical thinking, and problem-solving skills.
- Exceptional verbal, written, presentation, and interpersonal communication skills with the ability to explain complex financial concepts and influence executive-level participants.
- Demonstrated professionalism, integrity, sound judgment, and commitment to regulatory compliance.
What Will Set You Apart
- Certified Financial Planner™ (CFP®) certification.
- Experience advising executives or highly compensated individuals on workplace benefits and comprehensive financial planning.
- Demonstrated success building and expanding client relationships through consultative financial planning conversations.
- Proven ability to identify opportunities to deepen client engagement and increase adoption of wealth management solutions.
- Knowledge of executive compensation programs, deferred compensation plans, equity compensation, and nonqualified benefit programs.
- Experience delivering participant education and financial planning presentations.
- Ability to balance exceptional client service with business development objectives while maintaining a fiduciary mindset.
- Commitment to continuous professional development and staying current on industry trends and regulatory changes.
#PJPW
#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 visa at this time, including CPT/OPT.***
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
- 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) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$87,400.00 - $123,400.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity 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 exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill 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. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, 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 provide reliable high-speed internet with a wired connection as well as a place 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 connection.***
Job Posting End Date at 12:01 am on:
08-03-2026
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