Director of Strategic Financial Planning

Edelman Financial Engines; Farmington (CT); Presencial; USD 125 000 - 350 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

discretionary bonus

health

dental and other wellness plans

401(k) contributions

Resumo da oferta

Edelman Financial Engines in Farmington, CT seeks a Senior Financial Advisor to provide objective, fee-based advice and asset management while maintaining fiduciary responsibilities. You will have no marketing activities and a dedicated support team to help deliver tailored client plans.

The role requires a proven track record of client service, active securities licenses, and CFP or equivalent credentials are a plus.

Qualificações

• Direct client-facing experience in a fee-based wealth management or planning role.
• Track record of forming relationships with clients and delivering advice.
• Active Series 65 and Life/Health licenses.
• CFP or equivalent certification is desirable but not required.

Responsabilidades

• 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

Conhecimentos

Client-facing

Results-driven

Relationship-building

Fiduciary advisory

Formação académica

Series 65

Health and Life Insurance license

CFP or equivalent certification

Descrição da oferta de emprego

Edelman Financial Engines in Farmington, CT seeks a Senior Financial Advisor to provide objective, fee-based advice and asset management while maintaining fiduciary responsibilities. You will have no marketing activities and a dedicated support team to help deliver tailored client plans.

The role requires a proven track record of client service, active securities licenses, and CFP or equivalent credentials are a plus.