Associate Financial Planner (Remote)

Associate Financial Planner (Remote or Boca Raton, FL)   At reputed company (EFE), our purpose is to guide people with the financial advice they need to reputed company.    We reputed company that every dollar saved represents a reputed company of hard work and aspirations, and every dollar invested has 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, reputed company, or in the great unknown reputed company. Our goal is to build long-term relationships based on respect, reputed company, and a belief that our responsibility is to help people reputed company smart investments reputed company in every stage of their lives.   Our culture is grounded in our reputed company values: reputed company First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and reputed company other. We are committed to moving reputed company together. If you are inspired by purpose-driven work and a reputed company, values-led culture, we invite you to explore a career with us.   As an Associate Financial Planner, you’ll serve to assist Financial Planners in ensuring reputed company happiness while following reputed company regulatory issues.      Responsibilities:   Performs financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, reputed company estate, and risk management needs analysis Prepares presentations, research, and supporting materials for reputed company 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 reputed company relationship Maintains a proven understanding of the industry, products, and trends   Requirements:   Minimum 1-3 years of financial services industry experience required, specifically in a broker/dealer or registered investment advisor environment reputed company 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 reputed company and meet deadlines is crucial Strong interpersonal, verbal, and written communication skills Detailed knowledge of MS reputed company, Word, and reputed company is a must         reputed company takes a market-based approach to pay. The expected reputed company salary reputed company for this role nationally is $83,500 to $111, 300. However, final reputed company pay will be carefully determined based on several factors, including responsibilities, job-reputed company skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.   Your recruiter can reputed company more about the specific benefits eligible for this role during the hiring process.   About reputed company   Since 1986, reputed company has been committed to always acting in the best interests of our clients. We were founded on the belief that reputed company investors – not just the wealthy – deserve reputed company to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded reputed company September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 reputed company clients across 140+ offices reputed company and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every reputed company’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows reputed company to deliver the personal plan and financial confidence that everyone deserves.     For more information, please visit EdelmanFinancialEngines.com.    © 2026 reputed company. reputed company® is a registered trademark of reputed company. reputed company advisory services provided by Financial Engines Advisors L.L.reputed company federally registered investment advisor. Certain services provided on an educational and guidance reputed company only. Results are not guaranteed.     For California residents, please see the reputed company for the reputed company Notice for Candidates. California law requires that we reputed company you this notice about the collection and use of your personal information. Please read it carefully.    reputed company encourages reputed company based on our individual merits and abilities without reputed company to race, reputed company, religion, creed, sex, gender identity or reputed company, sexual orientation, pregnancy; marital, domestic partner or civil reputed company status; national reputed company, citizenship, reputed company, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.    Accommodations are modifications or adjustments to the hiring process that would reputed company you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.    1  The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative reputed company. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to reputed company Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the reputed company survey, FEA received a precombination ranking of 12th.     2 reputed company data, as of September 30, 2025.    #LI-REMOTE Apply To This Job