Associate Financial Planner

At Edelman Financial Engines (EFE) our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations and every dollar invested has a job to do for our clients. Thats why we are committed to managing our clients investments by truly understanding them as people first and then delivering advice strategies and solutions to help them feel confident about the plans they are making whether for today tomorrow or in the great unknown future. Our goal is to build long-term relationships based on respect integrity and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First One Team Respectful Candor and Endless Curiosity. These values guide everything we do for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative values-led culture we invite you to explore a career with us.

As an Associate Financial Planner youll serve to assist Financial Planners in ensuring client happiness while following all regulatory issues.

Responsibilities:

• 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

Requirements:

• Minimum 1-3 years of financial services industry experience required specifically in a broker/dealer or registered investment advisor environment
• FINRA Series 65 Required
• Bachelors 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

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is below. However final base pay will be carefully determined based on several factors including responsibilities job-related skills relevant experience geographic location and market conditions. Additionally 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.

Pay Range

$91900 - $122400 USD

About Edelman Financial Engines

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 Barrons 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)1 wesupportmore than1.27 million clientsacross 140 offices nationwide and manage over$324billionin assets 2 .Our unique approach to serving clients combines our advancedmethodologyand proprietary technology with the attention of a dedicated personal financial planner. Every clients 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.

For more information please visit .

For California residents please see the link for the Privacy Notice for Candidates. California law requires that we provideyouthis notice about the collection and use of your personal information. Please read it carefully.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race color religion creed sex gender identity or expression sexual orientation pregnancy; marital domestic partner or civil union status; national origin citizenship ancestry ethnic heritage genetic information age legally recognized disability military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that you need assistance to accommodate a disability you may request one at any time by either contacting your recruiter or .

1 TheBarrons Top 100 RIA Firms list an annual ranking of independent advisory firms is based on qualitative and quantitative criteria. Firmselecttoparticipatebut do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services LLC which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey FEA received aprecombinationranking of 12th.

2 EdelmanFinancial Engines data as ofSeptember 30 2025

Required Experience:

IC