Sr. Advanced Planning Specialist (Remote, Nationwide)

Senior Advanced Planning Specialist

 At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.

 As a Senior Advanced Planning Specialist on the Advanced Planning Strategies Team, you’ll work directly with planning teams to deliver advanced financial planning support and research, including preparing for and attending consultations with planners, clients, and potential clients. In this role, you will be responsible for helping to support advanced planning inquiries and initiatives in a wide variety of technical areas, including retirement income strategies, Social Security, insurance, estate planning, income tax, education, and special needs planning.

 In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Senior Advanced Planning Specialist role, we are seeking a candidate who will be client centric, broadly knowledgeable about financial planning laws and regulations, and be a highly effective researcher and communicator. Along with successful experience in financial services, preferably with experience at a Registered Investment Advisory firm, the candidate will bring a collaborative attitude and energy toward enhancing and serving the client and planner experience.

Responsibilities: 

• Manage the incoming complex financial planning-related questions from EFE’s planning teams and connect with them to provide thorough, thoughtful responses and resources
• Research complex financial planning-related issues and provide thought leadership and holistic wealth strategies to planning teams
• Create and provide subject matter expertise on internal and external financial planning resources and deliverables (e.g. articles, presentations, videos, job aids, etc.)
• Coordinate with our Learning & Development and Practice Management teams support and/or lead various financial planning initiatives such as advanced planning training, CE credit programming, small group sessions, large group webinars, 1:1 coaching, and curriculum to upskill planning teams
• Drive engagement with the Advanced Planning Strategies team and develop relationships with planners at all levels
• Keep current with financial planning issues and legislative changes, industry trends

Requirements: 

• Bachelor’s degree. Advanced degree in the financial or accounting industry preferred.
• 7+ years of financial planning experience and clean U4, if previously licensed.
• CFP® professional designation preferred. other professional designations considered (e.g. RICP®, CRPC™, EA, etc.). Must be in good standing.
• Life and Health License required or able to obtain within 6 months
• Strong project/program management and interpersonal skills, including written and verbal communication skills, and a proven track record of working effectively with colleagues at all levels in a fast-paced environment.
• Core knowledge of financial industry, financial products and technology, and financial planning concepts. Expertise in all personal financial planning subjects preferred (e.g., investments; insurance; retirement planning; taxation; etc.).
• Experience and comfort communicating complex financial planning strategies in 1:1, small group, and large group (> 200) settings.
• Some travel (5-10%) may be required.

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $137,000 - $157,200. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related 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 share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines 

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 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 client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.  

For more information, please visit EdelmanFinancialEngines.com.

© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

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Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable 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 [email protected].

1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.

2 Edelman Financial Engines data, as of September 30, 2024.