4 Jobs in Walnut Creek, CA
Edelman Financial Engines is Hiring an Associate Financial Planner Near Walnut Creek, CA
- 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 and supervises 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.
- 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.
- Certified Financial Planner designation preferred.
- Financial Services & insurance sales experience preferred.
- 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.
Job Summary
Full Time
Business Services
$103k-134k (estimate)
04/29/2024
06/28/2024
edelmanfinancialengines.com
SANTA CLARA, CA
500 - 1,000
1987
RIC EDELMAN
$200M - $500M
Business Services
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About Edelman Financial Engines
Overview We put the personal in personal finance. Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We believe that all investors not just the wealthy deserve personalized, comprehensive financial planning and investment advice. In 2018, two of Americas most prominent financial planning and investment management firms, Edelman Financial Services and Financial Engines, merged to become Edelman Financial Engines and the way people plan, save and invest was forever transformed. Today were Americas top independent financial planning a ...
nd investment advisor, recognized by InvestmentNews1 and Barrons2. We have 178 planner offices nationwide, and 1.2 million clients trust us to manage over $212 billion in assets. Learn more at www.edelmanfinancialengines.com. 2019 Edelman Financial Engines, LLC. Financial Engines and Edelman Financial EnginesTM are trademarks of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor and wholly owned subsidiary of Edelman Financial Engines, LLC. FEA may also be referred to as Edelman Financial Engines or Financial Engines. Results are not guaranteed. 1 Ranking and status for 2018. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/). 2 The Top 40 Independent Advisory Firm Ranking issued by Barrons 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, LLC. (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.
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The job skills required for Associate Financial Planner include Financial Services, Financial Planning, Written Communication, Initiative, Presentation, Billing, etc. Having related job skills and expertise will give you an advantage when applying to be an Associate Financial Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Associate Financial Planner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Associate Financial Planner positions, which can be used as a reference in future career path planning. As an Associate Financial Planner, it can be promoted into senior positions as a Financial Associate (Public) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate Financial Planner. You can explore the career advancement for an Associate Financial Planner below and select your interested title to get hiring information.
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