Senior Financial Planner (New Client Development)

The role

You will provide objective, fee-based advice using a needs-based discovery process with prospective clients. You will develop and present plans to help meet their financial goals.

What you will do

• Serve the client's best interests, providing outstanding financial advice guidance
• Effectively evaluate client situations and analyze their needs
• Develop and present a compelling set of recommendations
• Build positive relationships with clients
• Influence clients to improve their financial well-being

Required qualifications

• 7+ years’ experience in a direct client-facing role in a fee-based wealth management or financial advisory organization
• Results driven approach with a consistent track record to form relationships
• Must possess an active Series 65 or will be required to obtain it within the first three months of employment
• A Clean U-4

Nice to have

• Certified Financial Planner (CFP) or other certification

Benefits

• health
• dental
• other wellness plans
• 401(k) contributions

About the company

Edelman Financial Engines has been committed to acting in the best interests of clients since 1986. The firm supports more than 1.27 million clients across 140+ offices nationwide.