Senior Financial Advisor

3 days ago


Brentwood, Tennessee, United States Edelman Financial Engines Full time
About the Role

We are seeking a highly skilled Senior Financial Advisor to join our team at Edelman Financial Engines. As a Senior Financial Advisor, you will provide objective, fee-based advice and asset management to help our clients build a better financial future.

Key Responsibilities
  • Provide outstanding financial advice and guidance to clients
  • Evaluate client situations and analyze their needs
  • Develop and present compelling recommendations to clients
  • Build positive relationships with clients and influence them to improve their financial well-being
Requirements
  • Direct client-facing experience in a fee-based wealth management or planning role
  • Results-driven approach with a consistent track record of forming relationships
  • Desire for a role with a base salary, performance-based compensation, and growing earnings potential
  • Active Series 65 license
  • Active Health and Life Insurance license or willingness to obtain it within the first three months of employment
  • Clean U-4
  • Certified Financial Planner (CFP) or other certification desired but not required
What We Offer

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $85,000-$115,000. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental, and other wellness plans, and 401(k) contributions.

We are committed to providing a supportive and inclusive work environment that allows our employees to thrive. If you are a motivated and experienced Financial Advisor looking for a new challenge, we encourage you to apply for this exciting opportunity.



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