Emerging Investor, Financial Planner

Edelman Financial Engines

. Evaluate client life-cycle stages and identify financial goals .

Posted 9/23/2026full-timeRemote • United StatesMid-LevelSenior💰 $80,000 - $97,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning services, client relationship management, and effective communication of complex financial concepts. Holds relevant certifications and licenses while exhibiting strong emotional intelligence to navigate sensitive client interactions.

Highest-signal resume keywords

5 Years Financial Services ExperienceSeries 65 LicenseCFP CertificationClient Relationship ManagementFinancial Planning Services

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesClient Account ManagementComprehensive Client ReviewsOnboarding Processes

Soft Skills

Emotional IntelligenceEmpathyEffective CommunicationConflict Resolution

Tools & Technologies

Virtual Conferencing ToolsClient Management Software

Certifications & Qualifications

Series 66 LicenseCFP CertificationCRPC Certification

Industry Keywords

Financial GoalsLife-Cycle StagesFinancial Planning PrinciplesFinancial Peace University

About the role

Key responsibilities & impact

Evaluate client life-cycle stages and identify financial goals
Present appropriate solutions, products, services, and investment actions
Educate clients on financial planning principles and articulate EFE’s value proposition
Secure client business and help clients build personal investment plans
Follow up to ensure onboarding tasks are completed
Open client accounts and establish fund transfer/management
Engage existing clients to review and adjust strategies
Manage client interactions efficiently within meeting times
Perform comprehensive client reviews
Coordinate with EFE account support staff for timely and accurate administration
Provide financial planning services, advice, and ongoing relationship management primarily by phone and virtual conferencing

Requirements

What you’ll need

5 years financial services experience
Strong emotional intelligence: ability to show empathy, care, and concern
Ability to discuss complex and personal topics in a way that clients understand
Ability to effectively handle emotional conversations and deescalate when needed
Series 65 or 66 license required
CFP or CRPC preferred
4-year college degree required
Financial and/or business background preferred
Completion/certifications in financial/life planning education preferred
Familiarity with Financial Peace University or similar programs

Benefits

Comp & perks

Discretionary bonus
Health plans
Dental plans
Wellness plans
401(k) contributions