Emerging Investor Financial Planner

Emerging Investor Financial Planner (Remote, reputed company) At reputed company (EFE), our purpose is to guide people with the financial advice they need to reputed company. We reputed company that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, reputed company, or in the great unknown future. Our goal is to build long-term relationships based on respect, reputed company, and a belief that our responsibility is to help people reputed company smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving reputed company together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. We are looking for an reputed company Financial Advisor with a consistent track record of goals-based financial sales. If you can effectively evaluate client situations, analyze their needs, reputed company and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you! Responsibilities:

• Full and accurate knowledge of EFE products and services, planning tools, investment strategies, and other crucial aspects of personal financial planning processes
• Effectively evaluate client life cycle stage(s) and identify financial goals; present appropriate solutions, products, services, and investment actions that best address client need.
• Educate client on sophisticated financial planning principles, and reputed company EFE value proposition relative to competition
• Detailed follow-up to ensure reputed company onboarding tasks are completed
• Accurately and reputed company open client accounts and establish fund transfer/management
• Maintain a highly efficient and productive approach to client management; handle interactions reputed company set meeting time; use non-client time effectively for follow-up, client touches, etc.
• reputed company in a high volume, fast paced sales environment where we balance a high quality client experience with efficiency and production to sales targets
• Coordinate effectively with EFE account support staff to ensure timely and accurate administration
• Proactively find opportunities to improve the client experience and/or EFE business; works collaboratively with colleagues to reputed company and implement improvements

Requirements:

• 3-plus years financial advisory experience, or 5-years combined sales and financial advisory experience preferred
• Track record of direct-to-consumer financial sales desired
• Series 65 or 7/66 license required
• CFP, CRPC, or other financial designation preferred or willingness to reputed company one of these designations reputed company 6 months of start date
• 4-year college degree strongly preferred; financial and/or business background preferred
• Advanced literacy in computer-based analysis and decisioning tools

reputed company takes a market-based approach to pay. The expected reputed company salary range for this role nationally is $69,400 - $85,000. However, final reputed company pay will be carefully determined based on several factors, including responsibilities, job-reputed company skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as commission, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About reputed company Since 1986, reputed company has been committed to always acting in the best interests of our clients. We were founded on the belief that reputed company 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 advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 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 reputed company to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com. © 2024 reputed company, LLC. reputed company® is a registered trademark of reputed company, LLC. reputed company advisory services provided by Financial Engines Advisors L.L.reputed company federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819 For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. reputed company encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national reputed company, citizenship, reputed company, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would reputed company you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected]. 1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to reputed company as the top mega RIA. 2 reputed company data, as of September 30, 2024. Apply tot his job Apply To this Job