Associate Financial Planner (Remote or Coral Gables, FL)
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.
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