Senior Financial Advisor
4 weeks ago
We are seeking an experienced 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 key responsibilities will include:
- Providing outstanding financial advice to clients
- Serving the client's best interests
- Building positive relationships with clients
- Influencing clients to improve their financial well-being
- Direct client-facing experience in a fee-based wealth management or planning role
We are looking for an individual with a consistent track record of effectively serving clients and able to run a growing practice. A Certified Financial Planner (CFP) or other certification is desired but not required.
Edelman Financial Engines takes a market-based approach to pay, and 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 EnginesSince 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.
We are America's top independent financial planning and investment advisory firm, recognized by Barron's. 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.
We encourage success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
If you need assistance to accommodate a disability, you may request one at any time by contacting your recruiter or [email protected].
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Senior Financial Analyst
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Financial Planning and Analysis Specialist
4 weeks ago
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Financial Services Coordinator
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4 weeks ago
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Senior Financial Analyst
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Senior Financial Data Analyst Manager
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Patient Financial Services Representative
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Senior Financial Analyst
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Senior Financial Analyst
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Relationship Manager
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