Note: The job is a remote job and is open to candidates in USA. Edelman Financial Engines is committed to providing comprehensive financial planning and investment advice to all investors. As a Senior Financial Planner, you will deliver objective, fee-based advice to prospective clients, focusing on their financial goals and building long-term relationships.
Responsibilities
- 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
- Adept at building positive relationships with clients
- Skilled at influencing clients to improve their financial well-being
Skills
- 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
- Desire for role with 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
- A Clean U-4
- A Certified Financial Planner (CFP) or other certification is desired but not required
Benefits
- Commission
- A discretionary bonus
- Health, dental and other wellness plans
- 401(k) contributions
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