Edelman Financial Engines Careers - Associate Financial Planner (staten Island, Ny)

Edelman Financial Engines

Staten Island, NY, US
Base: $83,500 to $111,300; bonus/equity: discretio...
Remote
Finra series 65 license required
1-3 years financial services experience
Bachelor's degree in business or finance
Edelman Financial Engines is seeking an Associate Financial Planner in Staten Island, NY, to assist in providing financial planning advice and support to clients. The role requires a background in financial services and strong interpersonal skills, emphasizing a collaborative and values-driven work culture

Job Summary

  • The company is committed to guiding people with the financial advice they need to thrive by understanding them as people first.
  • As an Associate Financial Planner, you will perform comprehensive financial planning analyses including retirement, investments, estate, and tax needs.
  • The role offers a market-based base salary range of $83,500 to $111,300 along with discretionary bonuses and wellness benefits.

Matching Summary

Match Score: 85

Edelman Financial Engines is seeking an Associate Financial Planner in Staten Island, NY, to assist in providing financial planning advice and support to clients. The role requires a background in financial services and strong interpersonal skills, emphasizing a collaborative and values-driven work culture.

Salary

Base: $83,500 to $111,300; Bonus/Equity: Discretionary bonus eligible; Benefits: Health, dental, wellness plans, 401(k) contributions

Skills & Requirements

Must-have

  • FINRA Series 65 license required
  • 1-3 years financial services experience
  • Bachelor's degree in business or finance

Nice-to-have

  • Certified Financial Planner designation preferred
  • Insurance sales experience preferred
  • Strong interpersonal communication skills

Key Requirements

  • Minimum 1-3 years broker/dealer or RIA experience
  • FINRA Series 65 certification mandatory
  • Bachelor's degree or equivalent proven experience

Work Rights

Not specified

Tailored Resume

Cover Letter