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. That’s 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 investment 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, you’ll 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. 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. 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. 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. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. Edelman Financial Engines is an equal opportunity employer. We encourage success based on 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. If you need assistance to accommodate a disability, you may request one at any time by contacting your recruiter or View email address on click.appcast.io. For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. #J-18808-Ljbffr Edelman Financial Engines