Edelman Financial Services, one of the nation’s largest and most well known financial planning firms, is seeking a Planning Specialist to join our Planner Resources Department.

This position will support the planning teams by handling their requests and assist in the maintenance of the corporate systems. 

Responsibilities:

• Perform Morningstar research
• Provide analytical support
• Create and verify reports
• Maintain Global Investment Performance Standards (GIPS)
• Assist in systems testing
• Respond to information requests

Requirements:

• A bachelor's degree in finance preferred, or equivalent industry experience
• Proficient computer skills, including Microsoft Excel and Word
• Minimum 1 year financial services industry experience specifically in a broker/dealer or registered investment advisor environment required
• Must be detail oriented and highly analytical
• Excellent interpersonal skills, as necessary to work effectively with staff at all levels
• Must be comfortable working independently and in a group environment

If you are interested in an exciting career with Edelman Financial Services, please send your resume to: careers@ricedelman.com or apply to this job posting.  For more information:  www.edelmanfinancial.com  EOE.  A comprehensive background check may be conducted on applicants for this position. Edelman Financial Services has an employment at-will policy.