Associate Financial Planner (Danville, CA)

Edelman Financial Engines•Danville, CA

2d•Onsite

About The Position

At Edelman Financial Engines (EFE), the purpose is to guide people with the financial advice they need to thrive. The company believes that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for clients. They are committed to managing clients’ investments by truly understanding them as people first and then delivering advice, strategies, and solutions to help them feel confident about their plans. The goal is to build long-term relationships based on respect, integrity, and a belief that their responsibility is to help people make smart investment decisions in every stage of their lives. The culture is grounded in CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. As an Associate Financial Planner, the role involves assisting Financial Planners in ensuring client happiness while adhering to all regulatory issues. Edelman Financial Engines, founded in 1986, is committed to acting in the best interests of clients, providing personal, comprehensive financial planning and investment advice to all investors. Recognized by Barron’s as a top RIA firm, they support over 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. Their approach combines advanced methodology and proprietary technology with dedicated personal financial planners to deliver personalized plans and financial confidence.

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
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

Nice To Haves

Certified Financial Planner designation preferred
Financial Services & insurance sales experience preferred
Good understanding of finance and investment markets/securities

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