Senior Financial Advisor: Client‑First Planning Leader

Edelman Financial Engines, LLC; Portage (MI); On-site; USD 125,000 - 350,000; Full time

Benefits offered by this job

Discretionary bonus

Health, dental, wellness plans

401(k) contributions

Job summary

Edelman Financial Engines, Portage, MI, seeks a Senior Financial Advisor to provide objective, fee-based advice and asset management for clients, acting as a fiduciary with no marketing solicitations. You will collaborate with a dedicated team and retirement planning tools to deliver tailored financial guidance.

The role emphasizes client-first service, relationship-building, and a proven track record in wealth management.

Qualifications

• Direct client-facing experience in a fee‑based wealth management or planning role.
• Results‑driven approach with a track record to form relationships.
• Must possess an active Series 65.
• Active Health and Life Insurance license or will need to obtain within three months.
• CFP or other certification is desired but not required.

Responsibilities

• Serve the client's best interests with outstanding financial advice guidance.
• 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.

Skills

Client facing

Wealth management

Relationship building

Sales

Education

Series 65

CFP (desired)

Job description

Edelman Financial Engines, Portage, MI, seeks a Senior Financial Advisor to provide objective, fee-based advice and asset management for clients, acting as a fiduciary with no marketing solicitations. You will collaborate with a dedicated team and retirement planning tools to deliver tailored financial guidance.

The role emphasizes client-first service, relationship-building, and a proven track record in wealth management.