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 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 Requirements: • 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 • Certified Financial Planner 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 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 Edelman 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.