Associate Financial Planner

Edelman Financial Engines•Birmingham, AL

20d•$76,000 - $102,000

About The Position

Associate Financial Planner (Birmingham) 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 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 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, you’ll serve to assist Financial Planners in ensuring client happiness while following all regulatory issues.

Requirements

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.
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.

Nice To Haves

Certified Financial Planner designation preferred.
Financial Services & insurance sales experience preferred.

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 and supervises 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.