Senior Wealth Planner & Client Growth Leader

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

Benefits offered by this job

Health insurance

Dental insurance

401(k) contributions

Job summary

Edelman Financial Engines, LLC is hiring a Senior Financial Advisor to provide fiduciary-based guidance, grow a private client practice, and collaborate within a values-driven culture in Portland, OR. You will lead client engagements, design financial plans, and present tailored recommendations to optimize clients’ financial futures.

The role emphasizes base salary with performance-based compensation, ongoing relationship development, and a commitment to doing what’s best for clients while

Qualifications

• Direct client-facing experience in fee-based wealth management or planning
• Results-driven with a track record to form relationships
• Desire for base salary with performance-based compensation
• Active Series 65 is required
• Active Health and Life Insurance license or willingness to obtain within 3 months
• Clean U-4
• CFP or similar certification is desired but not required

Responsibilities

• Serve the client's best interests with outstanding financial advice guidance
• Evaluate client situations and analyze needs
• Develop and present a compelling set of recommendations
• Build positive relationships with clients
• Influence clients to improve their financial well-being

Skills

Client-facing

Relationship building

Communication

Sales-oriented

Education

Active Series 65

Health and Life Insurance license

CFP certification desired

Job description

Edelman Financial Engines, LLC is hiring a Senior Financial Advisor to provide fiduciary-based guidance, grow a private client practice, and collaborate within a values-driven culture in Portland, OR. You will lead client engagements, design financial plans, and present tailored recommendations to optimize clients’ financial futures.

The role emphasizes base salary with performance-based compensation, ongoing relationship development, and a commitment to doing what’s best for clients while