Associate Financial Planner

Edelman Financial Engines, LLC; Fairfax (VA); On-site; USD 76,000 - 102,000; Full time

Job summary

An established industry player is seeking a Financial Planning Analyst to join their dynamic team. In this role, you will assist Financial Planners in delivering exceptional client service while navigating regulatory requirements. Your responsibilities will include performing comprehensive financial analyses, preparing insightful presentations, and proactively identifying new financial planning opportunities. This position offers a unique chance to contribute to a firm that prioritizes financial education and client success. Join a passionate team dedicated to making a positive impact on clients' financial futures and enjoy a collaborative work environment that fosters growth and innovation.

Benefits

Health Insurance

Dental Insurance

401(k) Contributions

Discretionary Bonus

Qualifications

• 1-3 years of experience in financial services, preferably in a broker/dealer environment.
• Strong understanding of finance and investment markets is crucial.

Responsibilities

• Perform financial planning analyses for clients across various needs.
• Prepare presentations and conduct assessments for client meetings.

Skills

Financial Planning

Client Relationship Management

Attention to Detail

Communication Skills

Analytical Skills

Education

Bachelor’s degree in business or finance

Certified Financial Planner designation

Tools

MS Outlook

MS Word

MS Excel

Job description

Financial Planning Analyst

At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity, and invention. We uphold that same standard of respect and dedication for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our passionate dedication inspires you, we invite you to consider joining our team.

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

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.

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

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $76,000 - $102,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines

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. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 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.