Emerging Investor, Financial Planner (Nationwide)

45 minutes ago
Full-time
Senior
Sales and Business Development
Edelman Financial Engines

Edelman Financial Engines

Edelman Financial Engines is America's top independent financial planning and investment advisory firm, serving 1.3 million households with $241 billion in assets. They offer investing, financial planning, wealth management, retirement planning, and pe...

Capital Markets
1K-5K
Founded 1986

Description

  • Evaluate clients’ life stage and financial goals, then present appropriate planning solutions, products, services, and investment actions.
  • Educate clients on financial planning principles and explain the firm’s value proposition relative to competitors.
  • Build trust with prospects and clients and help them confidently create and act on personal investment plans.
  • Open client accounts accurately and efficiently and establish fund transfer and account management processes.
  • Follow up on onboarding tasks and secure completion of new-client setup activities.
  • Engage existing clients to review current strategies and adjust plans when needed to improve outcomes.
  • Manage client interactions efficiently within scheduled meeting time and use non-client time for follow-up.
  • Perform comprehensive client reviews and ongoing relationship management.
  • Coordinate with account support staff to ensure timely and accurate administration.
  • Support portfolio growth by attracting new clients, cultivating leads, and increasing assets through deposits and consolidation.

Requirements

  • 5 years of financial services experience.
  • Strong emotional intelligence with the ability to show empathy, care, and concern.
  • Ability to discuss complex and personal topics clearly and handle emotional conversations and de-escalation.
  • Series 65 or 66 license required.
  • CFP or CRPC preferred.
  • 4-year college degree required.
  • Financial and/or business background preferred.
  • Completion of financial/life planning education preferred, such as familiarity with Financial Peace University or similar programs.

Benefits

  • Base salary range of $73,000-$97,500 nationally.
  • Eligible for a discretionary bonus.
  • Health, dental, and other wellness plans.
  • 401(k) contributions.
  • Market-based pay determined by experience, responsibilities, skills, and location.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Relationship Manager

Enumerate 51-250 Internet Software & Services

Enumerate is seeking a remote Relationship Manager to act as a liaison and trusted advisor for clients, coordinating requests and resolving issues across internal teams.

Asana
15 minutes ago

OEM Account Manager

Numa 11-50 Internet Software & Services

Numa is hiring an OEM Account Manager to own and grow relationships with major automotive OEM partners, driving program adoption, account expansion, and dealership revenue across a large U.S. network.

CRM HubSpot
30 minutes ago

Account Manager Data Centers

174 Power Global Electric Utilities

Hanwha Data Centers is hiring an Account Manager of Customer Sales & Commercial Development to lead customer engagement, commercial deals, and market growth for powered land, powered shell, and build-to-suit data center projects.

CRM
30 minutes ago

Account Manager

Kargo 251-1K Media

Kargo is hiring an Account Manager to join its Customer Success team and manage performance marketing accounts for retail, eCommerce, and travel clients in a hybrid, data-driven role.

Facebook Ads Instagram API Social Media Marketing TikTok
45 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers