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Associate Financial Planner

Edelman Financial Engines, LLC

Seal Beach, USA

Senior · 8+ years experience

Onsite

$91,900 — $122,400 USD

Discovered 1 weeks ago

Communication

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Responsibilities:

Performs financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk management needs analysis
Prepares presentations, research, and supporting materials for client 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 client 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
FINRA 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 projects and meet deadlines is crucial
Strong interpersonal, verbal, and written communication skills
Detailed knowledge of MS Outlook, Word, and Excel is a must
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is below. 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.
Pay Range
$91,900 — $122,400 USD
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. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1, we support more than 1.27 million clients across 140+ offices nationwide 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 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.
© 2026 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. Certain services provided on an educational and guidance basis only. Results are not guaranteed.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
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 Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.
2 Edelman Financial Engines data, as of September 30, 2025

Preferred Qualifications

Certified Financial Planner designation preferred
Financial Services & insurance sales experience preferred
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is below. 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.

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