Emerging Investor, Financial Planner; Nationwide

Position: Emerging Investor, Financial Planner (Nationwide)

Remote

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a 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, tomorrow, or in the great unknown future.

Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make 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 forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a 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, tomorrow, or in the great unknown future.

Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make 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 forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

The Emerging Investor, Financial Planner (EIP) provides financial planning services, advice, and ongoing relationship management to prospects and clients based on their stage in the life cycle, and in alignment with achieving their financial goals. By building trust and educating prospects and clients on principle financial planning objectives and strategies, the EIP helps the client feel empowered and confident to make good financial decisions and plans.

The EIP builds the Edelman Financial Engines (EFE) portfolio by attracting new clients, cultivating high quality leads, and increasing the portfolio value through fund deposits, consolidation of investments, and securing a maximum share of the client’s portfolio. The Emerging Investor team works collaboratively to service prospects and clients with interactions primarily via phone and/or virtual conferencing technology.

As a Financial Planner on the Emerging Investor team, you’ll play a pivotal role by providing financial planning services & advice to our clients to help them achieve their financial goals.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. If you are a looking to help clients reach their financial dreams, this may be an opportunity for you!

Responsibilities:

• Effectively evaluate client life cycle stage(s) and identify financial goals; present appropriate solutions, products, services, and investment actions that best meet client needs
• Demonstrate expertise and knowledge of EFE and industry products and…