Job Description

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

The opportunity

The Employee Financial Services (EFS) practice focuses exclusively on providing comprehensive financial planning services to large employee and executive groups including the development and delivery of financial education workshops.

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.

• 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

Skills and attributes for success

To qualify for the role you must have

• Bachelor's degree
• Tax or financial planning experience
• 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
• Willingness to travel as needed, and working in a balanced hybrid environment

Ideally, you’ll also have

• Valid CFP, CFA, CPA or active state bar membership preferred
• 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 you

At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.

• 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 base salary range for this job is:
• New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices – $70,800 to $106,100
• Bay Area California offices – $73,800 to $110,500
• All other offices locations in the US, including Sacramento – $58,900 to $97,400
• Individual salaries within these 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.

Are you ready to shape your future with confidence? Apply today.

• To make the most of your application experience, please limit yourself to two applications within a six-month period.
• EY accepts applications for this position on an on-going basis.
• For those living in California, please click here for additional information.
• At EY, our values set the foundation for how we work and the behaviors we expect of our people. Any misrepresentation or falsification of information or lack of integrity at any point in the recruiting process may result in withdrawal of your candidacy, revocation of an offer or immediate termination of employment.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

All in to shape the future with confidence.

EY provides 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, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.