Relationship Planner

Edelman Financial Engines•United States Remote, Nationwide

7d•$73,600 - $84,800•Remote

About The Position

The Emerging Investor, Financial Planner (EIP) provides financial planning services, advice, and ongoing relationship management to prospects and clients based on their stage in the life cycle, and in alignment with achieving their financial goals. By building trust and educating prospects and clients on principle financial planning objectives and strategies, the EIP helps the client feel empowered and confident to make good financial decisions and plans. The EIP builds the Edelman Financial Engines (EFE) portfolio by attracting new clients, cultivating high quality leads, and increasing the portfolio value through fund deposits, consolidation of investments, and securing a maximum share of the client’s portfolio. The Emerging Investor team works collaboratively to service prospects and clients with interactions primarily via phone and/or virtual conferencing technology. As a Financial Planner on the Emerging Investor team, you’ll play a pivotal role by providing financial planning services & advice to our clients to help them achieve their financial goals. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. If you are a looking to help clients reach their financial dreams, this may be an opportunity for you!

Requirements

5 years financial services experience.
Strong emotional intelligence: ability to show empathy, care, and concern
Ability to discuss complex and personal topics in a way that clients understand; effectively handles emotional conversations and deescalate when needed
Series 65 or 66 license required; CFP or CRPC preferred
4-year college degree required; financial and/or business background preferred
Completion/certifications in financial/life planning education preferred, for example Familiarity with Financial Peace University (or similar programs)

Responsibilities

Effectively evaluate client life cycle stage(s) and identify financial goals; present appropriate solutions, products, services, and investment actions that best meet client needs
Demonstrate expertise and knowledge of EFE and industry products and services; educate client on financial planning principles, and articulate EFE value proposition relative to competition
Secure the client’s business; enable clients to build a personal investment plan and take action(s) with confidence; follow-up to ensure all onboarding tasks are completed
Accurately and efficiently open client accounts and establish fund transfer/management
Engage existing clients to confirm existing strategy is optimum, and/or adjust plans to better position for success.
Maintain a highly efficient and productive approach to client management; manage interactions within set meeting time; use non-client time effectively for follow-up.
Perform comprehensive reviews, engaging existing clients to confirm existing strategy is optimum, and/or adjust plans to better position for success.
Coordinate effectively with EFE account support staff to ensure timely and accurate administration.