Edelman Financial Engines · 9 hours ago
Emerging Investor, Relationship Planner
United States
Full-time
Remote
Mid, Senior Level
$74K/yr - $85K/yr
5+ years expEdelman Financial Engines (EFE) is committed to providing financial advice that empowers individuals to thrive. The Emerging Investor, Financial Planner (EIP) role focuses on delivering financial planning services and relationship management to clients, helping them achieve their financial goals through trust and education.
ConsultingFinancial ServicesPersonal FinanceRetirement
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
Qualification
Required
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
Preferred
Completion/certifications in financial/life planning education preferred, for example Familiarity with Financial Peace University (or similar programs)
Benefits
Discretionary bonus
Health
Dental and other wellness plans
401(k) contributions
Company
Edelman Financial Engines
Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
Founded in 1986Boston, Massachusetts, USA
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Warburg Pincus
2021-03-15Private Equity
2012-04-16Acquired
Leadership Team
Ralph Haberli
Chief Executive Officer
David Goldberg
SVP, Chief Data and Analytics Officer
Recent News
2026-01-22
Company data provided by crunchbase