Associate Financial Planner (Remote)

Edelman Financial Engines•Boca Raton, FL

1d•Hybrid

About The Position

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. Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30), we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com.

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
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 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