Senior Financial Advisor - Client-First Wealth Planning

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

Job summary

Edelman Financial Engines is seeking a Senior Financial Advisor in Raleigh, NC to provide objective, fee-based advice and asset management for clients already enrolled with the firm. You will focus on trusted relationships, comprehensive planning, and delivering personalized recommendations that align with clients’ financial goals.

The role emphasizes fiduciary responsibility, no marketing activities, and ongoing advisor education, supported by a dedicated Client Service Manager and retirement

Qualifications

• Direct client-facing experience in a fee-based wealth management or planning role.
• Results-driven approach with a consistent track record of building and maintaining strong client relationships.
• Ability to deliver comprehensive financial planning and generate organic growth through client retention, referrals, and relationship development.
• Desire for role with base salary, performance-based compensation, and growing earnings potential.
• Must possess an active Series 65.
• Must possess an active Health and Life Insurance license 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.

Responsibilities

• Serve the client's best interests, providing outstanding financial advice and guidance.
• Build trusted, long-term relationships with clients who have already engaged with the firm and are seeking ongoing planning and advice.
• Effectively evaluate client situations and analyze their needs.
• Develop and present a compelling set of recommendations.
• Deliver comprehensive financial planning across all areas of a client's financial life.
• Adept at building positive relationships with clients.
• Proactively identify opportunities to deepen client engagement and expand planning discussions as clients' needs evolve.
• Generate organic growth through exceptional client service, trusted advice, and strong relationship management that leads to referrals, introductions, and additional assets from existing client relationships.
• Skilled at influencing clients to improve their financial well-being.
• Drive client retention and satisfaction through exceptional advice, service, and relationship management.

Skills

Client-facing experience

Relationship building

Finance knowledge

Education

Active Series 65

Health and Life Insurance license

CFP (desirable)

Job description

Edelman Financial Engines is seeking a Senior Financial Advisor in Raleigh, NC to provide objective, fee-based advice and asset management for clients already enrolled with the firm. You will focus on trusted relationships, comprehensive planning, and delivering personalized recommendations that align with clients’ financial goals.

The role emphasizes fiduciary responsibility, no marketing activities, and ongoing advisor education, supported by a dedicated Client Service Manager and retirement