Senior Financial Planner: New Client Growth

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

Benefits offered by this job

Health Insurance

Dental Insurance

401(k) Contributions

Performance-Based Compensation

Job summary

An established industry player is seeking a Senior Financial Planner to join their team. This role focuses on delivering objective, fee-based financial advice through a needs-based discovery process. As a fiduciary, the firm emphasizes integrity and client trust, making it essential for the planner to build strong relationships and effectively evaluate client situations. If you have a proven track record in financial sales and a commitment to helping clients achieve their financial goals, this opportunity is perfect for you. Join a forward-thinking company that values financial education as a fundamental right for everyone.

Qualifications

• 7+ years in client-facing financial advisory roles.
• Active Series 65 required within first three months.

Responsibilities

• Provide outstanding financial advice and guidance.
• Develop and present compelling recommendations to clients.

Skills

Client Relationship Management

Financial Planning

Needs Analysis

Sales Skills

Education

Bachelor's Degree in Finance or related field

Certified Financial Planner (CFP)

Job description

An established industry player is seeking a Senior Financial Planner to join their team. This role focuses on delivering objective, fee-based financial advice through a needs-based discovery process. As a fiduciary, the firm emphasizes integrity and client trust, making it essential for the planner to build strong relationships and effectively evaluate client situations. If you have a proven track record in financial sales and a commitment to helping clients achieve their financial goals, this opportunity is perfect for you. Join a forward-thinking company that values financial education as a fundamental right for everyone.