Senior Financial Advisor – Client-First Planning

Edelman Financial Engines, LLC

Chicago (IL)

On-site

USD 125,000 - 350,000

Full time

2 days ago

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Job summary

Edelman Financial Engines, LLC is seeking a Senior Financial Advisor in the Chicago area to provide objective, fee-based advice and asset management for clients who have completed enrollment with the firm. You will focus on trusted relationships, comprehensive planning, and informed decisions that improve long-term financial well-being.

The role emphasizes client-centric planning, ongoing education, and a dedicated support team with retirement planning tools.

Qualifications

Direct client-facing experience in a fee-based wealth management or planning role.
Results-driven approach with a track record of building and maintaining strong client relationships.
Ability to deliver comprehensive financial planning and generate organic growth through client retention and referrals.
Must possess an active Series 65.
Active Health and Life Insurance license or ability to obtain within 3 months.
Clean U-4.
CFP or other certification desired but not required.

Responsibilities

Serve the client's best interests with outstanding financial advice and guidance.
Build long-term relationships with clients who have engaged with the firm.
Effectively evaluate client situations and analyze needs.
Develop and present a compelling set of recommendations.
Deliver comprehensive financial planning across all areas of a client's financial life.
Identify opportunities to deepen client engagement and expand planning discussions.
Generate organic growth through exceptional client service and relationship management.