Emerging Investor, Financial Planner

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $73k - $97.5k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

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Edelman Financial Engines

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1987

💸 Finance

👥 B2C

🤝 B2B

💰 Private equity on 2021-04

Finance • B2C • B2B

Edelman Financial Engines is an independent, fiduciary wealth management and financial planning firm that provides comprehensive advice and investment management for individuals and employers. The company offers holistic services including financial planning, retirement planning, investment management (using data-driven models and personalized portfolios), tax and estate planning, insurance guidance, and employer workplace retirement solutions. As of December 31, 2025, Edelman Financial Engines reported about 1. 24 million clients, $326 billion in client assets under management, and roughly 146 locations, and emphasizes transparent fees and fiduciary guidance.

📋 Description

• Evaluate client life-cycle stages and identify financial goals • Present appropriate solutions, products, services, and investment actions • Educate clients on financial planning principles and articulate EFE’s value proposition • Secure client business and help clients build personal investment plans • Follow up to ensure onboarding tasks are completed • Open client accounts and establish fund transfer/management • Engage existing clients to confirm or adjust strategies • Manage client interactions efficiently and complete follow-up activities • Perform comprehensive client reviews • Coordinate with EFE account support staff for timely, accurate administration • Provide financial planning services, advice, and ongoing relationship management primarily by phone and virtual conferencing

🎯 Requirements

• 5 years financial services experience • Strong emotional intelligence; ability to show empathy, care, and concern • Ability to discuss complex and personal topics clearly with clients • Ability to handle emotional conversations and deescalate when needed • Series 65 or 66 license required • 4-year college degree required • Financial and/or business background preferred • CFP or CRPC preferred • Completion/certifications in financial/life planning education preferred • Familiarity with Financial Peace University or similar programs

🏖️ Benefits

• Discretionary bonus eligibility • Health plans • Dental plans • Other wellness plans • 401(k) contributions