Associate Financial Planner (Oklahoma City, OK)

Associate Financial Planner (Oklahoma City, OK) At Edelman Financial Engines (EFE), we guide clients with financial advice to thrive. Responsibilities Performs financial planning analyses for clients including 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 Requirements Minimum 1‑3 years of financial services industry experience in a broker/dealer or registered investment advisor environment FINRA Series 65 required Bachelor’s degree in business or finance, or equivalent experience Certified Financial Planner designation preferred Financial services and insurance sales experience preferred Good understanding of finance and investment markets/securities Attention to detail and follow‑up skills are crucial Ability to prioritize, 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 Compensation & Benefits Base salary range: $83,500 to $111,300 nationally. Final base pay will consider responsibilities, job‑related skills, experience, location, and market conditions. Additional compensation may include discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Benefits details are shared during the hiring process. EEO Statement Edelman Financial Engines encourages success based on individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital status, domestic partner or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, disability, veteran status, etc. #J-18808-Ljbffr Edelman Financial Engines