Remote Senior Financial Planner for New Client Growth

Edelman Financial Engines, LLC; Poland; Remote; PLN 945,537 - 1,229,198; Full time

Benefits offered by this job

Commission possible

Bonus potential

Health/Dental benefits

401(k) contributions

Job summary

Edelman Financial Engines, LLC is seeking a Senior Financial Planner for a remote role. You will provide objective, fee-based advice and deliver personalized financial plans to help clients meet their goals in a fiduciary-capable practice.

Candidates should have 7+ years in client-facing wealth management, a desire for base salary with performance-based earnings, and active Series 65 (or willingness to obtain within 3 months). CFP is desirable but not required.

Qualifications

• 7+ years' experience in a direct client-facing role in a fee-based wealth management or financial advisory organization.

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.

Skills

Client facing

Relationship building

Financial planning

Series 65

CFP (desirable)

Job description

Edelman Financial Engines, LLC is seeking a Senior Financial Planner for a remote role. You will provide objective, fee-based advice and deliver personalized financial plans to help clients meet their goals in a fiduciary-capable practice.

Candidates should have 7+ years in client-facing wealth management, a desire for base salary with performance-based earnings, and active Series 65 (or willingness to obtain within 3 months). CFP is desirable but not required.