Senior Financial Planning Advisor - Client-Focused

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

Job summary

Edelman Financial Engines, LLC is seeking a Senior Financial Advisor to provide fee-based, objective advice and asset management for clients who have completed enrollment. You will collaborate with a dedicated Client Service team and retirement planning tools to deliver trusted guidance and tailored financial plans.

The role emphasizes fiduciary duty with no marketing activities, focusing on client-centric service and ongoing planning conversations to expand relationships and assets over time.

Qualifications

• Direct client-facing experience in a fee-based wealth management or planning role.
• Proven ability to build and maintain strong client relationships.
• Ability to deliver comprehensive financial planning with growth through retention and referrals.
• Desire for a base salary with performance-based compensation and growing earnings.
• Active Series 65 and Health/Life Insurance license (or to obtain within 3 months).

Responsibilities

• Serve the client's best interests with outstanding financial advice and guidance.
• Build trusted, long-term relationships with existing engaged clients.
• Evaluate client situations and analyze needs to inform recommendations.
• Develop and present a compelling set of recommendations.
• Deliver comprehensive financial planning across all areas of a client's life.
• Identify opportunities to deepen client engagement and expand planning discussions.
• Generate organic growth through exceptional service and relationship management.
• Influence clients to improve their financial well-being.
• Drive client retention and satisfaction through excellence in advice and service.

Skills

Client relationships

Results-driven

Financial planning

Client retention

Growth through referrals

Education

Series 65

Health & Life Insurance license

CFP certification (desired)

Job description

Edelman Financial Engines, LLC is seeking a Senior Financial Advisor to provide fee-based, objective advice and asset management for clients who have completed enrollment. You will collaborate with a dedicated Client Service team and retirement planning tools to deliver trusted guidance and tailored financial plans.

The role emphasizes fiduciary duty with no marketing activities, focusing on client-centric service and ongoing planning conversations to expand relationships and assets over time.