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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. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30). We support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. 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.
Relationship Planner
Location
United States
Posted
54 days ago
Salary
$73.6K - $84.8K / year
Seniority
Mid Level
No structured requirement data.
Job Description
Relationship Planner
Edelman Financial Engines
Role Description 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. - 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 clients 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. Qualifications - 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). Requirements - The expected base salary range for this role nationally is $73,600-$84,800. - This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus (~$10,000 per quarter), health, dental and other wellness plans, and 401(k) contributions. Benefits - Discretionary bonus (~$10,000 per quarter). - Health, dental and other wellness plans. - 401(k) contributions.
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