Client‑First Financial Planning Associate

Edelman Financial Engines; United States; On-site; USD 84,000 - 111,000; Full time

Job summary

Edelman Financial Engines in the United States is hiring an Associate Financial Planner to support Financial Planners, ensuring client happiness while following regulatory requirements.

The role conducts planning analyses across retirement, investments, tax, and education funding; prepares materials; builds client relationships with attention to detail and strong communication. Requires 1–3 years in financial services and FINRA 65; Bachelor's in business/finance; CFP preferred.

Qualifications

• 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 experience
• CFP designation preferred
• Financial services & insurance sales experience preferred
• Strong understanding of finance and investment markets/securities
• Attention to detail and ability to coordinate multiple projects
• Strong communication skills (oral and written)

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
• Conducts assessments of clients’ evolving financial planning needs and uncovers opportunities
• Provides reports including distributions, performance, billing, insurance policies, and tax consequences
• Calculates distributions, income needs, tax consequences, and contributions/withdrawals
• Maintains high-level client contact to strengthen relationships
• Stays current on industry trends and products

Skills

Interpersonal skills

Verbal communication

Written communication

Attention to detail

Time management

Education

Bachelor's degree in business/finance

Certified Financial Planner designation preferred

Tools

MS Outlook

MS Word

MS Excel

Job description

Edelman Financial Engines in the United States is hiring an Associate Financial Planner to support Financial Planners, ensuring client happiness while following regulatory requirements.

The role conducts planning analyses across retirement, investments, tax, and education funding; prepares materials; builds client relationships with attention to detail and strong communication. Requires 1–3 years in financial services and FINRA 65; Bachelor's in business/finance; CFP preferred.