Associate Financial Planner

The role

The Associate Financial Planner assists Financial Planners in ensuring client happiness while following regulatory issues. This role involves performing financial planning analyses and preparing materials for client meetings.

What you will do

• Performs financial planning analyses for retirement, investments, estate, tax, education funding, real estate, and risk management
• Prepares presentations, research, and supporting materials for client meetings and reviews
• Conducts assessments of clients and prospects' evolving financial planning needs
• 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 to maintain and improve the client relationship
• Maintains a proven understanding of the industry, products, and trends

Required qualifications

• Minimum 1-3 years of financial services industry experience in a broker/dealer or registered investment advisor environment
• FINRA Series 65
• Bachelor’s degree in business or finance; or equivalent proven experience
• Good understanding of finance and investment markets/securities
• Attention to detail, ability to coordinate work, and follow-up skills
• Ability to prioritize and address multiple projects and meet deadlines
• Strong interpersonal, verbal, and written communication skills
• Detailed knowledge of MS Outlook, Word, and Excel

Nice to have

• Certified Financial Planner designation
• Financial Services & insurance sales experience

Benefits

• discretionary bonus
• health plans
• dental plans
• other wellness plans
• 401(k) contributions

About the company

Edelman Financial Engines (EFE) provides financial advice to help people thrive. The firm supports more than 1.27 million clients across 140+ offices nationwide and manages over $324 billion in assets.