Associate Financial Planner (Remote) at Edelman… · Remote

Summary: Edelman Financial Engines is dedicated to providing comprehensive financial planning and investment advice to clients. As an Associate Financial Planner, you will assist Financial Planners in ensuring client satisfaction and compliance with regulatory requirements while performing financial planning analyses and maintaining client relationships. Responsibilities: - Performs financial planning analyses for clients including, but not limited to 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 Required Qualifications: - Minimum 1-3 years of financial services industry experience required, specifically in a broker/dealer or registered investment advisor environment - FINRA Series 65 Required - Bachelor's degree in business or finance; or equivalent proven experience - Good understanding of finance and investment markets/securities - Attention to detail, ability to coordinate work, and follow-up skills are crucial to the successful performance of position responsibilities - Ability to prioritize and address multiple projects and meet deadlines is crucial - Strong interpersonal, verbal, and written communication skills - Detailed knowledge of MS Outlook, Word, and Excel is a must Preferred Qualifications: - Certified Financial Planner designation preferred - Financial Services & insurance sales experience preferred Required Skills: Financial planning, Retirement planning, Investment analysis, Estate planning, Tax planning, Education funding, Real estate planning, Risk management, Financial services industry experience, Broker/dealer environment, Registered investment advisor environment, FINRA Series 65, Certified Financial Planner, Finance knowledge, Investment markets knowledge, Securities knowledge, Financial services sales, Insurance sales, Microsoft Outlook, Microsoft Word, Microsoft Excel, coordinate work, Follow-up skills, Prioritization Benefits: Discretionary bonus, Health, Dental and other wellness plans, 401(k) contributions