Edelman Financial Engines is seeking an Emerging Investor, Relationship Planner to build and nurture client relationships, providing foundational financial guidance to emerging investors.
What You'll Do
- Cultivate and manage relationships with emerging investors
- Develop personalized financial plans and investment strategies
- Guide clients through foundational financial decisions and milestones
- Collaborate to align client goals with appropriate financial solutions
- Monitor client portfolios and provide ongoing strategic advice
What We're Looking For
- Proven experience in financial planning, investment advising, or client relationship management
- Strong understanding of investment products and financial markets
- Excellent interpersonal and communication skills
- Ability to explain complex financial concepts in clear, accessible terms
- Commitment to ethical standards and client-focused service
Edelman Financial Engines is an equal opportunity employer.
