Associate Financial Planner (Remote)
Edelman Financial Engines, LLC, Fairfax, VA, United States
Associate Financial Planner (Remote or Fairfax, VA)
At Edelman Financial Engines (EFE) we guide people with the financial advice they need to thrive.
Responsibilities
Performs financial planning analyses for clients including retirement, investments, estate, tax, education funding, real estate, and risk management needs.
Prepares presentations, research, and supporting materials for client meetings and reviews.
Conducts assessments of clients and prospects’ evolving financial planning needs, proactively identifying new 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 client contact to maintain and improve client relationships.
Maintains a proven understanding of the industry, products, and trends.
Requirements
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 & insurance sales experience preferred.
Good understanding of finance and investment markets/securities.
Attention to detail, coordination, and follow‑up skills crucial for successful performance.
Ability to prioritize multiple projects and meet deadlines.
Strong interpersonal, verbal, and written communication skills.
Detailed knowledge of MS Outlook, Word, and Excel essential.
Edelman Financial Engines offers a market‑based compensation structure. The expected base salary range for this role nationally is $83,500 to $111,300, with final pay based on responsibilities, skills, experience, location, and market conditions. The role may also be eligible for discretionary bonus, health, dental, and other wellness plans, and 401(k) contributions.
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, 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 enable full participation. If you need assistance to accommodate a disability, you may request one at any time by contacting your recruiter or the provided email address.
For California residents, please review the Privacy Notice for Candidates for information on the collection and use of your personal information.
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At Edelman Financial Engines (EFE) we guide people with the financial advice they need to thrive.
Responsibilities
Performs financial planning analyses for clients including retirement, investments, estate, tax, education funding, real estate, and risk management needs.
Prepares presentations, research, and supporting materials for client meetings and reviews.
Conducts assessments of clients and prospects’ evolving financial planning needs, proactively identifying new 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 client contact to maintain and improve client relationships.
Maintains a proven understanding of the industry, products, and trends.
Requirements
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 & insurance sales experience preferred.
Good understanding of finance and investment markets/securities.
Attention to detail, coordination, and follow‑up skills crucial for successful performance.
Ability to prioritize multiple projects and meet deadlines.
Strong interpersonal, verbal, and written communication skills.
Detailed knowledge of MS Outlook, Word, and Excel essential.
Edelman Financial Engines offers a market‑based compensation structure. The expected base salary range for this role nationally is $83,500 to $111,300, with final pay based on responsibilities, skills, experience, location, and market conditions. The role may also be eligible for discretionary bonus, health, dental, and other wellness plans, and 401(k) contributions.
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, 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 enable full participation. If you need assistance to accommodate a disability, you may request one at any time by contacting your recruiter or the provided email address.
For California residents, please review the Privacy Notice for Candidates for information on the collection and use of your personal information.
#J-18808-Ljbffr