Senior Advanced Planning Specialist - Remote

Overview

The Senior Advanced Planning Specialist at Edelman Financial Engines will work closely with planning teams to provide advanced financial planning support and research, ensuring clients receive comprehensive guidance on various financial matters.

In Short

• Manage complex financial planning inquiries from planning teams.
• Research and provide thought leadership on financial planning issues.
• Create and deliver financial planning resources and materials.
• Support financial planning training initiatives.
• Engage with the Advanced Planning Strategies team.
• Stay updated on financial planning trends and legislation.

Requirements

• Bachelor’s degree; advanced degree preferred.
• 7+ years of financial planning experience.
• CFP® designation preferred; other designations considered.
• Life and Health License required or to be obtained.
• Strong project management and communication skills.
• Core knowledge of financial products and planning concepts.
• Experience in communicating complex strategies effectively.
• Some travel (5-10%) may be required.

Benefits

• Competitive salary range.
• Potential for discretionary bonuses.
• Health and wellness plans.
• 401(k) contributions.
• Opportunities for professional development.