EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. **Location:** New York, Tampa, Phoenix, Austin The Employee Financial Services (EFS) practice operates within the NTD, focusing exclusively on providing comprehensive financial planning services to large employee and executive groups including the development and delivery of financial education workshops. **The opportunity** A company's "people investment" is one of its most significant investments and EY's EFS practice is supported by nationally sponsored, world-class technology and tools with a consistent process to advise on retirement and benefit plans. There are no sales pressures or sales goals in our group (salaried position only, with no commissions, product sales, or other equity-based compensation available). As you progress, you'll become a trusted business advisor to your clients - and play a critical role in building a better working world. **Your key responsibilities** As a Financial Planner Line (FPL) Staff, you will acquire the knowledge and expertise of specific benefit and retirement plans for existing and new client engagements. You'll conduct and/or participate in Financial Planning Line training (including engagement-specific training), assist with new client engagements, facilitate Financial Planning Line's communications and provide ample assistance to team members by sharing knowledge to develop and enhance service delivery. Using cutting-edge technology and working with team-oriented colleagues, you will work on multiple and challenging financial counseling engagements that serve our clients' overall financial needs. You'll be responsible for providing quality financial planning, primarily over the phone, which leads to long-term relationships. **Skills and attributes for success** · Demonstrate basic understanding of complex financial planning concepts, company-provided benefit plans (including stock option and income tax matters), and effectively convey this knowledge to various clients · Provide comprehensive financial counseling (primarily over the phone) and build lasting client relationships · Prepare and review comprehensive financial planning analyses for client's financial state and determine guidance · Interact with HR benefit professionals through individual and company client meetings within a team environment to deliver quality integrated advisory services to clients while owning accounts and responsibilities · Assist in Financial Planning Line new business presentations, creating or testing new tools, leverage technology to continually maximize productivity **To qualify for the role you must have** · Bachelor's degree is preferred but not required, in a related field, supported by tax or financial planning experience · Valid CFP, CFA, CPA or active state bar membership preferred · Series 65 (or the ability to obtain within a reasonably mandated period of time) · Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail · Commitment to learning in a tax technology environment and proficient knowledge of automated tax processing systems and Microsoft Office **Ideally, you'll also have** · Retirement or Financial Planning background with a Series 65 license or CFP · Experience in a call-center environment **What we look for** Professionals with the drive to take on new responsibilities with the confidence to speak up with their own creative thoughts on a wide range of areas is what we seek. If you're keen to play a pivotal role within a highly focused mobility team, this role is for you. **What we offer** We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The salary range for this job in most geographic locations in the US is $58,300 to $96,400. The salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $70,100 to $109,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. + **Continuous learning:** You’ll develop the mindset and skills to navigate whatever comes next. + **Success as defined by you:** We’ll provide the tools and flexibility, so you can make a meaningful impact, your way. + **Transformative leadership:** We’ll give you the insights, coaching and confidence to be the leader the world needs. + **Diverse and inclusive culture:** You’ll be embraced for who you are and empowered to use your voice to help others find theirs. **If you can demonstrate that you meet the criteria above, please contact us as soon as possible.** **The exceptional EY experience. It’s yours to build.** **EY | Building a better working world** EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today. EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY’s Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com