At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.The Emerging Investor, Financial Planner (EIP) provides financial planning services, advice, and ongoing relationship management to prospects and clients based on their stage in the life cycle, and in alignment with achieving their financial goals.By building trust and educating prospects and clients on principle financial planning objectives and strategies, the EIP helps the client feel empowered and confident to make good financial decisions and plans.The EIP builds the Edelman Financial Engines (EFE) portfolio by attracting new clients, cultivating high quality leads, and increasing the portfolio value through fund deposits, consolidation of investments, and securing a maximum share of the client’s portfolio.The Emerging Investor team works collaboratively to service prospects and clients with interactions primarily via phone and/or virtual conferencing technology.As a Financial Planner on the Emerging Investor team, you’ll play a pivotal role by providing financial planning services & advice to our clients to help them achieve their financial goals.Responsibilities:Effectively evaluate client life cycle stage(s) and identify financial goals; present appropriate solutions, products, services, and investment actions that best meet client needsDemonstrate expertise and knowledge of EFE and industry products and services; educate client on financial planning principles, and articulate EFE value proposition relative to competitionSecure 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 completedAccurately and efficiently open client accounts and establish fund transfer/managementEngage 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.Requirements:5 years financial services experience.Strong emotional intelligence: ability to show empathy, care, and concernAbility to discuss complex and personal topics in a way that clients understand; effectively handles emotional conversations and deescalate when neededSeries 65 or 66 license required; CFP or CRPC preferred4-year college degree required; financial and/or business background preferredCompletion/certifications in financial/life planning education preferred, for example Familiarity with Financial Peace University (or similar programs)Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $73,600-$84,800.However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus (~$10,000 per quarter), health, dental and other wellness plans, and 401(k) contributions.Your recruiter can share more about the specific benefits eligible for this role during the hiring process.About Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients.Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2.Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner.For more information, please visit EdelmanFinancialEngines.com.Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter.

Financial Planner (Nationwide)

Emma

Requirements and responsibilities

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Denitsa Balunis

Jay Shah

Ric Edelman

Denitsa Balunis

Jay Shah

Ric Edelman

About Edelman Financial Engines:

www.edelmanfinancialengines.com/

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