Associate Financial Planner: Client-First Wealth Guidance

Edelman Financial Engines, LLC; Danville (CA); On-site; USD 83,500 - 111,300; Full time

Job summary

Edelman Financial Engines, LLC is seeking an Associate Financial Planner to support Financial Planners and ensure client happiness while adhering to regulatory standards.

The role involves preparing analyses across retirement, investments, estate, and tax planning, plus creating materials for client meetings. Strong communication and detail orientation are essential in a client-focused, regulatory environment.

Qualifications

• Strong interpersonal, verbal, and written communication skills are required.
• Bachelor’s degree in business or finance, or equivalent experience.
• Financial services experience in broker/dealer or registered investment advisor is preferred.

Responsibilities

• Performs financial planning analyses for clients including 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 and uncovers opportunities.
• Provides reports including distributions, performance, billing, and tax consequences.
• Calculates required minimum distributions, income needs, tax consequences, and contributions/withdrawals.
• Maintains client relationships with high-level contact and service.

Skills

Interpersonal communication

Verbal communication

Written communication

Attention to detail

Time management

Organization

Education

Bachelor's degree in business or finance

Tools

MS Outlook

MS Word

MS Excel

Job description

Edelman Financial Engines, LLC is seeking an Associate Financial Planner to support Financial Planners and ensure client happiness while adhering to regulatory standards.

The role involves preparing analyses across retirement, investments, estate, and tax planning, plus creating materials for client meetings. Strong communication and detail orientation are essential in a client-focused, regulatory environment.