Senior Financial Advisor
3 weeks ago
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.
Your role will be to serve the client's best interests, providing outstanding financial advice and guidance. You will effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships.
The ideal candidate will have direct client-facing experience in a fee-based wealth management or planning role, a results-driven approach with a consistent track record of forming relationships, and a desire for a role with a base salary, performance-based compensation, and growing earnings potential.
Responsibilities:
- Serve the client's best interests, providing outstanding financial advice and guidance
- Effectively evaluate client situations and analyze their needs
- Develop and present a compelling set of recommendations
- Adept at building positive relationships with clients
- Skilled at influencing clients 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
- Must possess an active Series 65 or will be required to obtain it within the first three months of employment
- Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment
- A Clean U-4
- A Certified Financial Planner (CFP) or other certification is desired but not required
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $85,000-$115,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, proven experience, geographic location, and market conditions.
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.
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice.
Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's. With 145+ offices across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets, we are dedicated to delivering the personal plan and financial confidence that everyone deserves.
Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
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