Emerging Investor, Relationship Planner

Financial Advisory United States Remote, Nationwide

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Emerging Investor, Financial Planner (Nationwide)

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 empathy, integrity and invention. We uphold that same standard of respect and commitment 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 purpose-driven commitment inspires you, we invite you to consider joining our team.

The Emerging Investor, Financial Planner (EIP) provides financial planning services, advice, and ongoing relationship management to prospects and clients based on their stage in the life cycle, and in alignment with achieving their financial goals.  By building trust and educating prospects and clients on principle financial planning objectives and strategies, the EIP helps the client feel empowered and confident to make good financial decisions and plans.  The EIP builds the Edelman Financial Engines (EFE) portfolio by attracting new clients, cultivating high quality leads, and increasing the portfolio value through fund deposits, consolidation of investments, and securing a maximum share of the client’s portfolio.  The Emerging Investor team works collaboratively to service prospects and clients with interactions primarily via phone and/or virtual conferencing technology.

As a Financial Planner on the Emerging Investor team, you’ll play a pivotal role by providing financial planning services & advice to our clients to help them achieve their financial goals.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents.  If you are a looking to help clients reach their financial dreams, this may be an opportunity for you!

Responsibilities:

  • Effectively evaluate client life cycle stage(s) and identify financial goals; present appropriate solutions, products, services, and investment actions that best meet client needs
  • Demonstrate expertise and knowledge of EFE and industry products and services; educate client on financial planning principles, and articulate EFE value proposition relative to competition
  • Secure the client’s business; enable clients to build a personal investment plan and take action(s) with confidence; follow-up to ensure all onboarding tasks are completed 
  • Accurately and efficiently open client accounts and establish fund transfer/management
  • Engage existing clients to confirm existing strategy is optimum, and/or adjust plans to better position for success.
  • Maintain a highly efficient and productive approach to client management; manage interactions within set meeting time; use non-client time effectively for follow-up.
  • Perform comprehensive reviews, engaging existing clients to confirm existing strategy is optimum, and/or adjust plans to better position for success.
  • Coordinate effectively with EFE account support staff to ensure timely and accurate administration.

Requirements:

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

 

 

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $63,900 - $84,800. This role is also eligible for a quarterly performance based sales bonus. 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 also 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 HRQ@EdelmanFinancialEngines.com.
 
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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