Associate Financial Planner (Remote)
Edelman Financial Engines · United States
- Hybrid
- Full-time
- $111,000 / year
- United States
Job highlights
- Assist Financial Planners with client needs.
- Perform financial analyses for clients.
- Prepare client meeting materials.
- Manage client relationships proactively.
- Requires FINRA Series 65 license.
About the role
About Edelman Financial Engines
Edelman Financial Engines (EFE) is dedicated to guiding individuals with the financial advice they need to thrive. We understand that every dollar saved represents hard work and aspirations, and every dollar invested has a purpose for our clients. Our commitment is to manage client investments by understanding them as people first, then delivering tailored advice, strategies, and solutions to foster confidence in their financial plans for the present, future, and unknown.
We aim to build lasting relationships founded on respect, integrity, and the belief that our core responsibility is to empower clients to make smart investment decisions throughout their lives. Our culture is shaped by our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity, guiding all our actions for clients and colleagues. We are driven by a shared commitment to progress.
If you are motivated by purpose-driven work and a collaborative, values-led culture, we encourage you to explore a career with us.
Responsibilities of an Associate Financial Planner
As an Associate Financial Planner, you will support Financial Planners in ensuring client satisfaction while adhering to all regulatory requirements. Your key responsibilities will include:
- Performing comprehensive financial planning analyses for clients, covering retirement, investments, estate planning, tax strategies, education funding, real estate, and risk management.
- Preparing presentations, conducting research, and gathering supporting materials for client meetings and reviews.
- Assessing evolving financial planning needs of clients and prospects, proactively identifying new opportunities.
- Generating various reports, including those on minimum distributions, investment performance, billing, insurance policies, and tax implications.
- Calculating required minimum distributions, income needs, tax consequences, and contribution/withdrawal strategies.
- Engaging with clients to maintain and enhance client relationships through high-level communication.
- Demonstrating a strong understanding of the financial services industry, relevant products, and market trends.
Requirements for the Role
To be successful in this Associate Financial Planner position, candidates should possess:
- A minimum of 1-3 years of experience in the financial services industry, preferably within a broker/dealer or registered investment advisor setting.
- FINRA Series 65 license is required.
- A Bachelor's degree in business or finance, or equivalent demonstrable experience.
- The Certified Financial Planner (CFP) designation is preferred.
- Experience in financial services and insurance sales is a plus.
- A solid understanding of finance, investment markets, and securities.
- Exceptional attention to detail, strong coordination abilities, and effective follow-up skills.
- The capacity to prioritize multiple projects and consistently meet deadlines.
- Excellent interpersonal, verbal, and written communication skills.
- Proficiency in MS Outlook, Word, and Excel is essential.
Compensation and Benefits
Edelman Financial Engines offers a competitive, market-based approach to compensation. The anticipated annual base salary range for this role nationwide is $83,500 to $111,300. The final salary will be determined based on factors such as responsibilities, skills, experience, location, and market conditions. This position may also be eligible for additional compensation and benefits, including a discretionary bonus, health, dental, and other wellness plans, and 401(k) contributions. Your recruiter will provide specific details during the hiring process.
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been unwavering in its commitment to act in the best interests of its clients. Founded on the principle that personalized, comprehensive financial planning and investment advice should be accessible to all investors, not just the affluent, EFE has been recognized by Barron’s as a top RIA firm for eight consecutive years (2018-2025). We serve over 1.27 million clients across more than 140 offices nationwide, managing over $324 billion in assets. Our distinctive approach integrates advanced methodology and proprietary technology with the personalized support of a dedicated financial planner, ensuring each client receives a unique plan and the financial confidence they deserve.
Key skills/competency
- Financial Planning
- Investment Analysis
- Retirement Planning
- Client Relationship Management
- FINRA Series 65
- Financial Services Industry Experience
- Risk Management
- Estate Planning
- Tax Strategy
- MS Office Suite
Skills & topics
- Associate Financial Planner
- Financial Planning
- Investment Advice
- Retirement Planning
- Client Relationship Management
- Financial Services
- Broker Dealer
- Registered Investment Advisor
- FINRA Series 65
- Remote Work
How to get hired
- Tailor your resume: Highlight your 1-3 years of financial services experience, FINRA Series 65, and degree/equivalent.
- Showcase relevant skills: Emphasize attention to detail, project management, and communication abilities in your application.
- Prepare for interviews: Be ready to discuss your understanding of finance, investment markets, and client-centric approaches.
- Research EFE's values: Align your responses with their CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the salary range for an Associate Financial Planner at Edelman Financial Engines?
- The expected base salary range for an Associate Financial Planner at Edelman Financial Engines is $83,500 to $111,300 annually. The final offer will depend on factors like experience, location, and specific job responsibilities. Additional compensation and benefits may also be available.
- Is the FINRA Series 65 license a mandatory requirement for the Associate Financial Planner role?
- Yes, the FINRA Series 65 license is a mandatory requirement for the Associate Financial Planner position at Edelman Financial Engines. This demonstrates your qualification to provide investment advice.
- What type of financial planning analyses does an Associate Financial Planner perform at EFE?
- An Associate Financial Planner at Edelman Financial Engines performs a wide range of financial planning analyses, including retirement planning, investment strategies, estate planning, tax considerations, education funding, real estate advice, and risk management assessments.
- Can I work remotely as an Associate Financial Planner for Edelman Financial Engines?
- Yes, Edelman Financial Engines offers a remote work arrangement for the Associate Financial Planner position, or the option to work from their Fairfax, VA office. This provides flexibility in where you are based.
- What is the preferred qualification for an Associate Financial Planner at Edelman Financial Engines?
- While a Bachelor's degree in business or finance (or equivalent experience) and the Series 65 license are required, the Certified Financial Planner (CFP) designation is preferred for the Associate Financial Planner role at Edelman Financial Engines.
- What are the key cultural values at Edelman Financial Engines?
- Edelman Financial Engines' culture is built on four CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide how employees interact with clients and each other.
- What is the typical experience level required for an Associate Financial Planner?
- Edelman Financial Engines requires a minimum of 1-3 years of experience in the financial services industry, specifically in a broker/dealer or registered investment advisor environment, for their Associate Financial Planner role.