Edelman Financial Engines · 1 month ago
Associate Financial Planner (Remote)
United States
Full-time
Remote
Entry Level
1+ years expEdelman Financial Engines is dedicated to providing comprehensive financial planning and investment advice. As an Associate Financial Planner, you will assist Financial Planners in ensuring client satisfaction while navigating regulatory requirements and conducting financial planning analyses across various needs.
ConsultingFinanceWellnessFinancial ServicesPersonal FinanceRetirement
Responsibilities
Performs financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk management needs analysis
Prepares presentations, research, and supporting materials for client meetings and reviews
Conducts assessments of clients and prospects’ evolving financial planning needs through proactively taking initiative to uncover new financial planning opportunities
Provides reports including minimum distributions, performance, billing, insurance policies, and tax consequences
Calculates required minimum distributions, income needs, tax consequences, and contributions/withdrawals
Provides high-level contact with clients crafted to maintain and improve the client relationship
Maintains a proven understanding of the industry, products, and trends
Qualification
Required
Minimum 1-3 years of financial services industry experience required, specifically in a broker/dealer or registered investment advisor environment
FINRA Series 65 Required
Bachelor's degree in business or finance; or equivalent proven experience
Good understanding of finance and investment markets/securities
Attention to detail, ability to coordinate work, and follow-up skills are crucial to the successful performance of position responsibilities
Ability to prioritize and address multiple projects and meet deadlines is crucial
Strong interpersonal, verbal, and written communication skills
Detailed knowledge of MS Outlook, Word, and Excel is a must
Preferred
Certified Financial Planner designation preferred
Financial Services & insurance sales experience preferred
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
H1B Sponsorship
Edelman Financial Engines has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
8%
Represents job field similar to this job
Accounting and Finance
Engineering and Development
Management and Executive
Customer Service and Support
Product Management
Marketing
Creatives and Design
Trends of Total Sponsorships
*2026 (6)
2025 (25)
2024 (32)
2023 (34)
2022 (46)
2021 (34)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Warburg Pincus
2021-03-15Private Equity
2012-04-16Acquired
Leadership Team
Ralph Haberli
Chief Executive Officer
Steve Gaven
Chief Financial Officer
Recent News
Investment News
2026-06-17
Morningstar.com
2026-05-21
2026-03-18
Company data provided by crunchbase