Offer summary

Qualifications:

3-plus years of financial advisory experience or 5 years of combined sales and financial advisory experience preferred., Series 65 or 7/66 license required., CFP, CRPC, or other financial designation preferred or willingness to begin one within 6 months., 4-year college degree strongly preferred, with a background in finance or business. .

Key responsabilities:

Maintain full knowledge of EFE products, services, and personal financial planning processes.

Evaluate client life cycle stages and present tailored financial solutions.

Educate clients on financial planning principles and ensure onboarding tasks are completed.

Coordinate with account support staff to enhance client experience and improve business processes.

Job description

Description

Financial Planner, Emerging Investor (Phoenix, AZ or Remote)

At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity, and invention. We uphold that same standard of respect and dedication for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our passionate dedication inspires you, we invite you to consider joining our team.

Responsibilities:

Full and accurate knowledge of EFE products and services, planning tools, investment strategies, and other crucial aspects of personal financial planning processes
Effectively evaluate client life cycle stage(s) and identify financial goals; present appropriate solutions, products, services, and investment actions that best address client need.
Educate client on sophisticated financial planning principles, and articulate EFE value proposition relative to competition
Detailed follow-up to ensure all onboarding tasks are completed
Accurately and efficiently open client accounts and establish fund transfer/management
Maintain a highly efficient and productive approach to client management; handle interactions within set meeting time; use non-client time effectively for follow-up, client touches, etc.
Thrive in a high volume, fast paced sales environment where we balance a high quality client experience with efficiency and production to sales targets
Coordinate effectively with EFE account support staff to ensure timely and accurate administration
Proactively find opportunities to improve the client experience and/or EFE business; works collaboratively with colleagues to develop and implement improvements

Requirements:

3-plus years financial advisory experience, or 5-years combined sales and financial advisory experience preferred
Track record of direct-to-consumer financial sales desired
Series 65 or 7/66 license required
CFP, CRPC, or other financial designation preferred or willingness to begin one of these designations within 6 months of start date
4-year college degree strongly preferred; financial and/or business background preferred
Advanced literacy in computer-based analysis and decisioning tools

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $61,400 - $75,000. 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 Engines

Since 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. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's ¹ with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets ² 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.

© 2024 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. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

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 [email protected].

¹ The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.

² Edelman Financial Engines data, as of September 30, 2024.

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