[Hiring] Associate Financial Planner @Edelman Financial Engines

Role Description

As an Associate Financial Planner, you’ll serve to assist Financial Planners in ensuring client happiness while following all regulatory issues.

• Performs financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk management needs analysis.
• Prepares presentations, research, and supporting materials for client meetings and reviews.
• Conducts assessments of clients and prospects’ evolving financial planning needs through proactively taking initiative to uncover new financial planning opportunities.
• Provides reports including minimum distributions, performance, billing, insurance policies, and tax consequences.
• Calculates required minimum distributions, income needs, tax consequences, and contributions/withdrawals.
• Provides high-level contact with clients crafted to maintain and improve the client relationship.
• Maintains a proven understanding of the industry, products, and trends.

Qualifications

• Minimum 1-3 years of financial services industry experience required, specifically in a broker/dealer or registered investment advisor environment.
• FINRA Series 65 Required.
• Bachelor’s degree in business or finance; or equivalent proven experience.
• Certified Financial Planner designation preferred.
• Financial Services & insurance sales experience preferred.
• Good understanding of finance and investment markets/securities.
• Attention to detail, ability to coordinate work, and follow-up skills are crucial to the successful performance of position responsibilities.
• Ability to prioritize and address multiple projects and meet deadlines is crucial.
• Strong interpersonal, verbal, and written communication skills.
• Detailed knowledge of MS Outlook, Word, and Excel is a must.

Requirements

• Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $83,500 to $111,300.
• Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.
• This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Benefits

• Your recruiter can share more about the specific benefits eligible for this role during the hiring process.