Senior Financial Advisor
1 day ago
Edelman Financial Engines is seeking a Senior Financial Advisor to provide objective, fee-based advice and asset management to help clients build a better financial future. As a fiduciary, we prioritize our clients' best interests and do not accept financial incentives or commissions.
Key Responsibilities- Provide outstanding financial advice and guidance to clients
- Evaluate client situations and analyze their needs
- Develop and present compelling recommendations
- Build positive relationships with clients
- Influence clients to improve their financial well-being
- 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 base salary, performance-based compensation, and growing earnings potential
- Active Series 65 and Health and Life Insurance license
- Clean U-4 and Certified Financial Planner (CFP) certification desired
Edelman Financial Engines takes a market-based approach to pay, with a base salary range of $64,000-$85,000. Additional forms of compensation and benefits may be available, including a discretionary bonus, health, dental, and wellness plans, and 401(k) contributions.
About Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to acting in the best interests of our clients. We are America's top independent financial planning and investment advisory firm, recognized by Barron's. Our unique approach combines advanced methodology and proprietary technology with the attention of a dedicated personal financial planner.
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