[Remote] Associate Financial Planner (Silver Spring, MD)

Note The job is a remote job and is open to candidates in USA. Edelman Financial Engines is committed to guiding people with the financial advice they need to thrive. As an Associate Financial Planner, you will assist Financial Planners in ensuring client happiness while following all regulatory issues and performing various financial planning analyses. 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 Skills 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 Certified Financial Planner designation preferred Financial Services & insurance sales experience preferred Benefits Discretionary bonus Health, dental and other wellness plans 401(k) contributions Company Overview Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting. It was founded in 1986, and is headquartered in Boston, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is https// Company H1B Sponsorship Edelman Financial Engines has a track record of offering H1B sponsorships, with 3 in 2026, 25 in 2025, 32 in 2024, 34 in 2023, 46 in 2022, 34 in 2021, 30 in 2020. Please note that this does not guarantee sponsorship for this specific role. Apply To This Job

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