Associate Financial Planner — Client-Focused Growth

Edelman Financial Engines, LLC; Las Vegas (NV); On-site; USD 84,000 - 111,000; Full time

Job summary

Edelman Financial Engines is seeking an Associate Financial Planner in the United States, including the Las Vegas area, to assist Financial Planners in ensuring client happiness while complying with regulatory requirements.

The role requires 1–3 years in financial services, FINRA Series 65, and a bachelor’s degree or equivalent. Strong communication and MS Office skills are essential for success in this client-focused team.

Qualifications

• Minimum 1-3 years of financial services industry experience in a broker/dealer or registered investment advisor environment.
• FINRA Series 65 required.
• Bachelor’s degree in business or finance; or equivalent proven experience.
• Financial services and insurance sales experience preferred.
• Strong understanding of finance and investment markets and securities.
• Excellent attention to detail, coordination, and follow-up skills.
• Ability to prioritize multiple projects and meet deadlines.
• Strong interpersonal, verbal, and written communication skills.
• Proficiency with MS Outlook, Word and Excel is essential.

Responsibilities

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

Skills

Communication

Attention to detail

Multitasking

Financial markets

Education

Bachelor's degree in business or finance

Tools

MS Outlook

MS Word

MS Excel

Job description

Edelman Financial Engines is seeking an Associate Financial Planner in the United States, including the Las Vegas area, to assist Financial Planners in ensuring client happiness while complying with regulatory requirements.

The role requires 1–3 years in financial services, FINRA Series 65, and a bachelor’s degree or equivalent. Strong communication and MS Office skills are essential for success in this client-focused team.