[Hiring] Emerging Investor, Financial Planner @Edelman Financial Engines

Role Description

The Emerging Investor, Financial Planner (EIP) provides financial planning services, advice, and ongoing relationship management to prospects and clients based on their stage in the life cycle, and in alignment with achieving their financial goals. By building trust and educating prospects and clients on principle financial planning objectives and strategies, the EIP helps the client feel empowered and confident to make good financial decisions and plans. The EIP builds the Edelman Financial Engines (EFE) portfolio by attracting new clients, cultivating high quality leads, and increasing the portfolio value through fund deposits, consolidation of investments, and securing a maximum share of the client’s portfolio. The Emerging Investor team works collaboratively to service prospects and clients with interactions primarily via phone and/or virtual conferencing technology.

As a Financial Planner on the Emerging Investor team, you’ll play a pivotal role by providing financial planning services & advice to our clients to help them achieve their financial goals.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. If you are a looking to help clients reach their financial dreams, this may be an opportunity for you!

• Effectively evaluate client life cycle stage(s) and identify financial goals; present appropriate solutions, products, services, and investment actions that best meet client needs.
• Demonstrate expertise and knowledge of EFE and industry products and services; educate client on financial planning principles, and articulate EFE value proposition relative to competition.
• Secure the client’s business; enable clients to build a personal investment plan and take action(s) with confidence; follow-up to ensure all onboarding tasks are completed.
• Accurately and efficiently open client accounts and establish fund transfer/management.
• Engage existing clients to confirm existing strategy is optimum, and/or adjust plans to better position for success.
• Maintain a highly efficient and productive approach to client management; manage interactions within set meeting time; use non-client time effectively for follow-up.
• Perform comprehensive reviews, engaging existing clients to confirm existing strategy is optimum, and/or adjust plans to better position for success.
• Coordinate effectively with EFE account support staff to ensure timely and accurate administration.

Qualifications

• 5 years financial services experience.
• Strong emotional intelligence: ability to show empathy, care, and concern.
• Ability to discuss complex and personal topics in a way that clients understand; effectively handles emotional conversations and deescalate when needed.
• Series 65 or 66 license required; CFP or CRPC preferred.
• 4-year college degree required; financial and/or business background preferred.
• Completion/certifications in financial/life planning education preferred, for example Familiarity with Financial Peace University (or similar programs).

Requirements

• Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $73,000-$97,500. However, 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.
• Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

Company Description

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice.

• Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30).
• We support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets.
• Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner.
• Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.