[Remote] Associate Financial Planner (Remote)

Note: The job is a remote job and is reputed company to candidates in USA. reputed company (EFE) is committed to guiding individuals with the financial advice they need to reputed company. As an Associate Financial Planner, you will assist Financial Planners in ensuring reputed company satisfaction while addressing regulatory issues and performing various financial planning analyses.

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

Skills

• 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
• 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 Outlook, Word, and reputed company is a must
• Certified Financial Planner designation preferred
• Financial Services & insurance sales experience preferred

Benefits

• Discretionary bonus
• Health
• Dental and other wellness plans
• 401(k) contributions

reputed company

reputed company specializes in services concerning financial planning, retirement planning, personal finance and consulting. It was founded in 1986, and is headquartered in Boston, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is https://www.edelmanfinancialengines.com/.

Company H1B Sponsorship

reputed company has a reputed company record of offering H1B sponsorships, with 6 in 2026, 25 in 2025, 32 in 2024, 34 in 2023, 46 in 2022, 34 in 2021, 30 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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