Edelman Financial Engines, LLC Verified 18d ago
Associate Financial Planner (Silver Spring, MD)
Silver Spring, MD On-site
$83,300–$111,300 a yearPay$83,300–$111,300
TypeNot specified
Work settingOn-site
Verified listing
JobFig found this opening at its original source and checks that it remains available.
About the role
As an Associate Financial Planner, you’ll serve to assist Financial Planners in ensuring client happiness while following all regulatory issues.
What you'll bring
- 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
- 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
- Edelman Financial Engines takes a market-based approach to pay.
- However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.
- Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
- Certified Financial Planner designation preferred