Associate Financial Planner: Drive Client Success

Edelman Financial Engines, LLC; Cincinnati (OH); On-site; USD 83,000 - 111,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Wellness plans

401(k) contributions

Job summary

Edelman Financial Engines, LLC, in the United States, is seeking an Associate Financial Planner to support Financial Planners in delivering high‑quality client service while adhering to regulatory standards.

You will perform analyses across retirement, investments, taxes, and estate planning, prepare client materials, and identify new financial planning opportunities. Strong communication and attention to detail are essential for success.

Qualifications

• Bachelor's degree in business or finance or equivalent experience.
• FINRA Series 65 required.
• Financial Services & insurance sales experience preferred.
• Strong understanding of finance and investment markets/securities.
• Excellent communication and coordination skills.

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.
• Identifies new financial planning opportunities through proactive client engagement.
• Provides reports including distributions, performance, billing, insurance policies, and tax consequences.
• Calculates required minimum distributions, income needs, tax consequences, and contributions/withdrawals.
• Maintains client relationships through high‑level contact and proactive communication.
• Keeps up to date with industry trends and products.

Skills

Communication skills

Attention to detail

Time management

Interpersonal skills

Education

Bachelor's degree in business or finance

FINRA Series 65

Tools

MS Outlook

MS Word

MS Excel

Job description

Edelman Financial Engines, LLC, in the United States, is seeking an Associate Financial Planner to support Financial Planners in delivering high‑quality client service while adhering to regulatory standards.

You will perform analyses across retirement, investments, taxes, and estate planning, prepare client materials, and identify new financial planning opportunities. Strong communication and attention to detail are essential for success.