Senior Financial Advisor & Planning Leader

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

Benefits offered by this job

Discretionary bonus

Health & dental plans

401(k) contributions

Job summary

Edelman Financial Engines in Portland, OR is seeking an experienced Senior Financial Advisor. You will provide objective, fee-based advice and asset management to help clients build a secure financial future, with a fiduciary standard and no external incentives.

You will work with a dedicated Client Service Manager team and advanced retirement planning tools, evaluate client situations, develop tailored recommendations, and grow a thriving practice by building trusted relationships with clients

Qualifications

• Direct client-facing experience in fee-based wealth management.
• Proven ability to build and maintain client relationships.
• Active Series 65 license.
• Active Health and Life Insurance license or willingness to obtain within 3 months.
• Clean U-4 on file.
• CFP or similar certification desired but not required.

Responsibilities

• Serve clients with objective, fee-based financial advice.
• Evaluate client situations and analyze 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 experience

Wealth planning/Advisory

Relationship management

Communication skills

Education

CFP certification desired

Job description

Edelman Financial Engines in Portland, OR is seeking an experienced Senior Financial Advisor. You will provide objective, fee-based advice and asset management to help clients build a secure financial future, with a fiduciary standard and no external incentives.

You will work with a dedicated Client Service Manager team and advanced retirement planning tools, evaluate client situations, develop tailored recommendations, and grow a thriving practice by building trusted relationships with clients