Associate Financial Planner - Growth & Client Impact

Edelman Financial Engines, LLC; Omaha (NE); On-site; USD 84,000 - 111,000; Full time

Benefits offered by this job

discretionary bonus

health

dental and other wellness plans

401(k) contributions

Job summary

Edelman Financial Engines is hiring an Associate Financial Planner to assist Financial Planners and ensure client happiness while complying with regulatory requirements. The role supports planning across retirement, investments, tax, and education funding, helping clients feel confident about their financial plans.

Requirements include 1–3 years in financial services, FINRA 65, a bachelor’s in business or finance, and CFP designation preferred. Competitive benefits are offered.

Qualifications

• 1–3 years in financial services, broker/dealer or registered investment advisor environment.
• FINRA Series 65 required.
• Bachelor’s degree in business or finance; or equivalent proven experience.
• CFP designation 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 to uncover new 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 to maintain and improve the client relationship.
• Maintains a proven understanding of the industry, products, and trends.

Skills

Financial planning

Client communication

Attention to detail

Time management

MS Outlook/Word/Excel

Education

Bachelor’s degree in business or finance

Certified Financial Planner designation (preferred)

Tools

MS Outlook

MS Word

MS Excel

Job description

Edelman Financial Engines is hiring an Associate Financial Planner to assist Financial Planners and ensure client happiness while complying with regulatory requirements. The role supports planning across retirement, investments, tax, and education funding, helping clients feel confident about their financial plans.

Requirements include 1–3 years in financial services, FINRA 65, a bachelor’s in business or finance, and CFP designation preferred. Competitive benefits are offered.