Financial Planning Associate - Growth & Client Impact

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

Benefits offered by this job

Discretionary bonus

Health and dental benefits

401(k) contributions

Job summary

Edelman Financial Engines seeks a financial planning professional in Colorado to deliver comprehensive planning for retirement, investments, taxes, and education funding. You will prepare client materials, assess evolving needs, and maintain strong client relationships with a focus on detailed analyses and timely follow-up.

Minimum 1–3 years in financial services and a FINRA Series 65 are required; CFP preferred. Strong communication and proficiency in MS Office are essential.

Qualifications

• Minimum 1–3 years of financial services industry experience, in a 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
• 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
• Ability to prioritize and address multiple projects and meet deadlines
• Strong interpersonal, verbal, and written communication skills
• Detailed knowledge of MS Outlook, Word, and Excel is a must

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 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 analyses

Client relationship management

Proactive opportunity discovery

Report generation

Attention to detail

Time management

Strong interpersonal communication

Written communication

Education

Bachelor’s degree in business or finance

Certified Financial Planner designation (CFP) preferred

Tools

MS Outlook

MS Word

MS Excel

Job description

Edelman Financial Engines seeks a financial planning professional in Colorado to deliver comprehensive planning for retirement, investments, taxes, and education funding. You will prepare client materials, assess evolving needs, and maintain strong client relationships with a focus on detailed analyses and timely follow-up.

Minimum 1–3 years in financial services and a FINRA Series 65 are required; CFP preferred. Strong communication and proficiency in MS Office are essential.