Senior Financial Planner (New Client Development)

Edelman Financial Engines; United States; On-site; USD 82,000 - 110,000; Full time

Job summary

A leading financial services firm seeks a Senior Financial Planner focused on new client development. The role involves providing objective, fee-based financial advice, building client relationships, and delivering tailored financial plans. Ideal candidates have extensive experience in client-facing roles and a strong track record in financial advisory.

Benefits

Health Insurance

Dental Insurance

401(k) Contributions

Discretionary Bonus

Qualifications

• 7+ years’ experience in a client-facing role in wealth management.
• Desire for base salary and performance-based compensation.

Responsibilities

• Provide outstanding financial advice and guidance.
• Evaluate client situations and analyze their needs.
• Develop and present compelling recommendations.

Skills

Client Relationship Management

Financial Advisory

Needs Analysis

Sales

Education

Certified Financial Planner (CFP)

Job description

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Senior Financial Planner (New Client Development) At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike. Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.

As a Senior Financial Planner, you'll provide objective, fee-based advice, with a specific focus on a needs-based discovery process with prospective clients and delivery of a plan to help meet their financial goals. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives or third-party compensation for any of the investments or recommendations we offer our clients. We are looking for an experienced Financial Advisor with a consistent track record of goals-based financial sales. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you!

Responsibilities:

• Serve the client's best interests, providing outstanding financial advice guidance
• Effectively evaluate client situations and analyze their needs
• Develop and present a compelling set of recommendations
• Adept at building positive relationships with clients
• Skilled at influencing clients to improve their financial well-being

Requirements:

• 7+ years’ experience in a direct client-facing role in a fee-based wealth management or financial advisory organization
• Results driven approach with a consistent track record to form relationships
• Desire for role with base salary, performance-based compensation and growing earnings potential
• Must possess an active Series 65 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

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $82,000- $110,000 however, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, confirmed experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [e-mail]. 1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.2 Edelman Financial Engines data, as of September 30, 2024.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Industries

  Financial Services and Investment Management

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