Financial Planning Associate - Client-First Advisor

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

Benefits offered by this job

Health insurance

Dental insurance

401(k) plan

Job summary

Edelman Financial Engines is seeking a financial planning professional to analyze client needs and deliver tailored investment guidance across retirement, estate and tax strategies. The role emphasizes client relationships, rigorous financial analysis and proactive opportunity identification.

Candidates should have a business or finance degree, FINRA Series 65, and strong communication skills; CFP is preferred.

Qualifications

• Bachelor’s degree in business or finance or equivalent experience.
• FINRA Series 65 is required.
• Certified Financial Planner designation is preferred.

Responsibilities

• Performs financial planning analyses for clients across retirement, investments, estate, tax, education funding, real estate, and risk needs.
• Prepares presentations, research, and materials for client meetings.
• Assesses client and prospect needs to uncover new planning opportunities.
• Provides reports on distributions, performance, billing, and tax implications.
• Calculates distributions, income needs, tax consequences, and cash flows.
• Maintains client relationships through high-level communication.
• Keeps up-to-date on industry products and trends.

Skills

Interpersonal communication

Attention to detail

Multi-project management

Industry knowledge

Education

Bachelor's degree in business or finance

FINRA Series 65

Certified Financial Planner (preferred)

Tools

MS Outlook

MS Word

MS Excel

Job description

Edelman Financial Engines is seeking a financial planning professional to analyze client needs and deliver tailored investment guidance across retirement, estate and tax strategies. The role emphasizes client relationships, rigorous financial analysis and proactive opportunity identification.

Candidates should have a business or finance degree, FINRA Series 65, and strong communication skills; CFP is preferred.