Financial Planning Analyst
Edelman Financial Engines, one of the nation’s largest and most well-known financial planning firms, is seeking a skilled Financial Planning Analyst for our Silver Spring, MD office. This position serves to assist Financial Planners ensuring client satisfaction while complying with all regulatory issues.
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 reaching out to uncover new financial planning opportunities
- Provides and monitors 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 designed to maintain and enhance the client relationship
- Maintains working knowledge of the industry, products, and trends
Requirements:
- Minimum 5-7 years of financial services industry experience required, specifically in a broker/dealer or registered investment advisor environment
- FINRA Series 65 required, or must be obtained within 6 months of employment
- Bachelor’s degree in Business or Finance preferred, or equivalent industry experience
- Certified Financial PlannerTM designation and Life/Health licenses preferred
- Good understanding of finance and investment markets/securities
- Attention to detail, ability to organize work, and follow-up skills are critical to the successful performance of position responsibilities
- Ability to prioritize and address multiple projects and meet deadlines is critical
- Strong interpersonal, verbal, and written communication skills
- Strong conflict management and problem-solving skills
- Must be flexible and a strong team player
- Must be a self-starter, able to work with minimal supervision
- Thorough knowledge of MS Outlook, Word, and Excel is a must
For more information: www.edelmanfinancialengines.com EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial Engines has an employment-at-will policy.
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 American 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 advisor, recognized by both InvestmentNews [1] and Barron’s [2] with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage over $181 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated 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, visit EdelmanFinancialEngines.com and FinancialEngines.com.
© 2019 Edelman Financial Engines™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results.
[1] Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/).[2] The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.