At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.As an Associate Financial Planner, you’ll serve to assist Financial Planners in ensuring client happiness while following all regulatory issues.Responsibilities:Performs financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk management needs analysisPrepares presentations, research, and supporting materials for client meetings and reviewsConducts assessments of clients and prospects’ evolving financial planning needs through proactively taking initiative to uncover new financial planning opportunitiesProvides reports including minimum distributions, performance, billing, insurance policies, and tax consequencesCalculates required minimum distributions, income needs, tax consequences, and contributions/withdrawalsProvides high-level contact with clients crafted to maintain and improve the client relationshipMaintains a proven understanding of the industry, products, and trendsRequirements:Minimum 1-3 years of financial services industry experience required, specifically in a broker/dealer or registered investment advisor environmentFINRA Series 65 RequiredBachelor’s degree in business or finance; or equivalent proven experienceCertified Financial Planner designation preferredFinancial Services & insurance sales experience preferredGood understanding of finance and investment markets/securitiesAttention to detail, ability to coordinate work, and follow-up skills are crucial to the successful performance of position responsibilitiesAbility to prioritize and address multiple projects and meet deadlines is crucialStrong interpersonal, verbal, and written communication skillsDetailed knowledge of MS Outlook, Word, and Excel is a mustEdelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $83,500 to $111,300. 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, 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. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice.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), we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.For more information, please visit EdelmanFinancialEngines.com.© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.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 or efetalentacquisition@edelmanfinancialengines.com.
