Associate Financial Planner: Grow Client Wealth & Planning

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

Benefits offered by this job

Discretionary bonus

Health benefits

Dental insurance

401(k) plan

Job summary

Edelman Financial Engines is seeking an Associate Financial Planner to support Financial Planners in delivering client-focused guidance across retirement, investment, tax, and estate planning. You will prepare client materials, analyze needs, and help manage relationships while adhering to regulatory requirements.

The role emphasizes accuracy, proactive service, and ongoing education. Join a values-driven team that partners with clients to build confidence in their financial futures and plans

Qualifications

• Minimum 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 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

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

Skills

Financial planning

Client relations

Communication

Attention to detail

Multitasking

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 to support Financial Planners in delivering client-focused guidance across retirement, investment, tax, and estate planning. You will prepare client materials, analyze needs, and help manage relationships while adhering to regulatory requirements.

The role emphasizes accuracy, proactive service, and ongoing education. Join a values-driven team that partners with clients to build confidence in their financial futures and plans