Senior Financial Planner - Client-First, Fee-Based

Edelman Financial Engines, LLC; Columbus (OH); Presencial; USD 125.000 - 350.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Discretionary bonus

Health insurance

401(k) contributions

Descripción de la vacante

Edelman Financial Engines, LLC is seeking a Senior Financial Advisor to deliver objective, fee-based advice and asset management for clients who have enrolled with the firm. You will focus on trusted relationships, comprehensive planning, and retirement strategies using advanced tools and support from Client Service Managers.

This role emphasizes client-first service with no marketing activities, growth through client retention, and opportunities for discretionary bonuses based on performance

Formación

• Direct client-facing experience in a fee-based wealth management or planning role.
• Results-driven with a track record of building and maintaining client relationships.
• Ability to deliver comprehensive financial planning and generate organic growth.

Responsabilidades

• Provide objective, fee-based financial advice and asset management.
• Build and deepen long-term client relationships with existing clients.
• Deliver comprehensive financial planning across all areas of a client’s finances.

Conocimientos

Client relationships

Fee-based advisory

Communication

Educación

Series 65

Health & Life Insurance license

CFP (preferred)

Descripción del empleo

Edelman Financial Engines, LLC is seeking a Senior Financial Advisor to deliver objective, fee-based advice and asset management for clients who have enrolled with the firm. You will focus on trusted relationships, comprehensive planning, and retirement strategies using advanced tools and support from Client Service Managers.

This role emphasizes client-first service with no marketing activities, growth through client retention, and opportunities for discretionary bonuses based on performance