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.