Associate Financial Planner

Edelman Financial Engines; United States; On-site; USD 84,000 - 111,000; Full time

Job summary

Edelman Financial Engines in the United States is hiring an Associate Financial Planner to support Financial Planners, ensuring client happiness while following regulatory requirements.

The role conducts planning analyses across retirement, investments, tax, and education funding; prepares materials; builds client relationships with attention to detail and strong communication. Requires 1–3 years in financial services and FINRA 65; Bachelor's in business/finance; CFP preferred.

Qualifications

• 1–3 years in financial services (broker/dealer or registered investment advisor)
• FINRA Series 65 Required
• Bachelor’s degree in business or finance or equivalent experience
• CFP designation preferred
• Financial services & insurance sales experience preferred
• Strong understanding of finance and investment markets/securities
• Attention to detail and ability to coordinate multiple projects
• Strong communication skills (oral and written)

Responsibilities

• Performs financial planning analyses for clients across retirement, investments, estate, tax, education funding, real estate, and risk management needs
• Prepares presentations, research, and supporting materials for client meetings and reviews
• Conducts assessments of clients’ evolving financial planning needs and uncovers opportunities
• Provides reports including distributions, performance, billing, insurance policies, and tax consequences
• Calculates distributions, income needs, tax consequences, and contributions/withdrawals
• Maintains high-level client contact to strengthen relationships
• Stays current on industry trends and products

Skills

Interpersonal skills

Verbal communication

Written communication

Attention to detail

Time management

Education

Bachelor's degree in business/finance

Certified Financial Planner designation preferred

Tools

MS Outlook

MS Word

MS Excel

Job description

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 a 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.

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

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 $83,500 to $111, 300. 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.

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. 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)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. 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.

© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [e-mail].

1 The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

2 Edelman Financial Engines data, as of September 30, 2025