Senior Financial Planner: Client-First, Growth-Focused

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

Benefits offered by this job

401(k) contributions

Health and dental plans

Discretionary bonus

Job summary

Edelman Financial Engines, LLC is seeking an experienced Senior Financial Advisor to provide objective, fee-based advice and asset management for clients who have enrolled with the firm. The role emphasizes trusted relationships, comprehensive financial planning, and long-term client well-being.

You will work with a dedicated team and cutting-edge retirement planning tools to deliver tailored recommendations and ongoing planning conversations that encourage retention and organic growth.

Qualifications

• Direct client-facing experience in a fee-based wealth management or planning role.
• Proven ability to deliver comprehensive financial planning and grow client relationships.
• Desire for base salary plus performance-based earnings and growth potential.

Responsibilities

• Provide objective, fee-based financial advice and asset management.
• Build and maintain trusted, long-term client relationships.
• Deliver comprehensive financial planning across a client's financial life.
• Identify opportunities for deeper client engagement and organic growth.
• Support client retention and satisfaction through exceptional service and guidance.

Skills

Client relationship management

Financial advisory

Wealth management

Financial planning

Education

Series 65

Health & Life Insurance license

CFP (desirable)

Job description

Edelman Financial Engines, LLC is seeking an experienced Senior Financial Advisor to provide objective, fee-based advice and asset management for clients who have enrolled with the firm. The role emphasizes trusted relationships, comprehensive financial planning, and long-term client well-being.

You will work with a dedicated team and cutting-edge retirement planning tools to deliver tailored recommendations and ongoing planning conversations that encourage retention and organic growth.