Remote Financial Planner — Emerging Investor

Edelman Financial Engines, LLC; United States; À distance; USD 80 000 - 98 000; Plein temps

Résumé du poste

Edelman Financial Engines (EFE) is seeking an Emerging Investor, Financial Planner to provide financial planning services and ongoing relationship management to prospects and clients across the United States. You will build trust, educate on planning principles, and attract new clients while growing the Edelman Financial Engines portfolio.

You will work with the Emerging Investor team to deliver personalized plans by phone or virtual meetings and support clients through the lifecycle, ensuring

Qualifications

• 5 years financial services experience.
• Strong emotional intelligence: ability to show empathy, care, and concern
• Ability to discuss complex and personal topics in a way that clients understand; effectively handles emotional conversations and deescalate when needed
• Series 65 or 66 license required; CFP or CRPC preferred
• 4-year college degree required; financial and/or business background preferred
• Completion/certifications in financial/life planning education preferred, for example Familiarity with Financial Peace University (or similar programs)

Responsabilités

• Effectively evaluate client life cycle stage(s) and identify financial goals; present appropriate solutions, products, services, and investment actions that best meet client needs
• Demonstrate expertise and knowledge of EFE and industry products and services; educate client on financial planning principles, and articulate EFE value proposition relative to competition
• Secure the client’s business; enable clients to build a personal investment plan and take action(s) with confidence; follow-up to ensure all onboarding tasks are completed
• Accurately and efficiently open client accounts and establish fund transfer/management
• Engage existing clients to confirm existing strategy is optimum, and/or adjust plans to better position for success.
• Maintain a highly efficient and productive approach to client management; manage interactions within set meeting time; use non-client time effectively for follow-up.
• Perform comprehensive reviews, engaging existing clients to confirm existing strategy is optimum, and/or adjust plans to better position for success.
• Coordinate effectively with EFE account support staff to ensure timely and accurate administration.

Connaissances

Financial services experience

Emotional intelligence

Client communication

Complex topics discussion

Formation

4-year college degree

CFP or CRPC preferred

Description du poste

Edelman Financial Engines (EFE) is seeking an Emerging Investor, Financial Planner to provide financial planning services and ongoing relationship management to prospects and clients across the United States. You will build trust, educate on planning principles, and attract new clients while growing the Edelman Financial Engines portfolio.

You will work with the Emerging Investor team to deliver personalized plans by phone or virtual meetings and support clients through the lifecycle, ensuring