Financial Planning Associate: Grow Client Wealth

Edelman Financial Engines, LLC; Seal Beach (CA); Sur place; USD 92 000 - 122 000; Plein temps

Avantages offerts par ce poste

Discretionary bonus

Health insurance

Dental plan

401(k) contributions

Résumé du poste

Edelman Financial Engines is seeking an Associate Financial Planner to support Financial Planners in delivering client-focused advice and ensuring regulatory compliance. In this role you will perform planning analyses across retirement, investments, tax and estate planning, prepare client materials, and build trusted relationships with clients while staying current on market trends.

Candidates should have 1–3 years of financial services experience, FINRA 65, a bachelor’s degree in business or

Qualifications

• Bachelor’s degree in business or finance or equivalent experience.
• FINRA Series 65 required.
• 1–3 years of financial services experience in broker/dealer or RIA environment.
• Strong communication and collaboration skills.

Responsabilités

• Perform financial planning analyses for retirement, investments, estate, tax and education funding needs.
• Prepare presentations and materials for client meetings and reviews.
• Assess evolving client planning needs and identify new opportunities.
• Provide reports on distributions, performance, billing, and tax consequences.
• Maintain relationships and stay informed about industry trends.

Connaissances

FINRA Series 65

Attention to detail

Interpersonal communication

Client service

Formation

Bachelor’s degree in business or finance

Outils

MS Outlook

MS Word

MS Excel

Description du poste

Edelman Financial Engines is seeking an Associate Financial Planner to support Financial Planners in delivering client-focused advice and ensuring regulatory compliance. In this role you will perform planning analyses across retirement, investments, tax and estate planning, prepare client materials, and build trusted relationships with clients while staying current on market trends.

Candidates should have 1–3 years of financial services experience, FINRA 65, a bachelor’s degree in business or