Edelman Financial Engines, LLC

Associate Financial Planner (Oklahoma City, OK)

Oklahoma City, OK

Sponsorship not specified$84k-$111kDetected 21 hours ago

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About the role

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients.
These values guide everything we do, for our clients and each other.

Provides high-level contact with clients crafted to maintain and improve the client relationship
Maintains a proven understanding of the industry, products, and trends
Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

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
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
Detailed knowledge of MS Outlook, Word, and Excel is a must

The expected base salary range for this role nationally is $83,500 to $111, 300.

Performs financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk management needs analysis

Client First, One Team, Respectful Candor, and Endless Curiosity.
We are committed to moving forward together.
If you are inspired by purpose-driven work and a collaborative, 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 client happiness while following all regulatory issues.
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, tomorrow, or in the great unknown future.

dentity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, mil

This listing is sourced directly from Edelman Financial Engines, LLC's careers page and normalized into a canonical job model.