Associate Financial Planner; Ashburn, VA

Associate Financial Planner (Ashburn, VA)

As an Associate Financial Planner, you will assist Financial Planners in ensuring client happiness while following all regulatory requirements.

• Performs financial planning analyses for clients including 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.

• Minimum 1-3 years of financial services industry experience 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.

Expected base salary range for this role nationally is $83,500 to $111,300. Final base pay will be determined based on responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by contacting your recruiter or e​f​e​t​a​l​e​n​t​a​c​q​u​i​s​i​t​i​o​n​@​e​d​e​l​m​a​n​f​i​n​a​n​c​i​a​l​e​n​g​i​n​e​e​s​.com.

Edelman Financial Engines 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 origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.