Senior Wealth Planning Advisor | Fee-Based, Client-First

Edelman Financial Engines; Providence (RI); On-site; USD 125,000 - 350,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Wellness plans

401(k) contributions

Discretionary bonus

Job summary

Edelman Financial Engines is seeking a Senior Financial Advisor in Providence, RI to provide objective, fee-based financial advice and asset management. You will act as a fiduciary, focusing on clients' best interests with strong support from retirement planning tools and a dedicated team.

Applicants should have direct client-facing experience in wealth management, a Series 65 license, and preferably a CFP. Base salary plus bonus and growth potential are emphasized.

Qualifications

• Direct client-facing experience in a fee-based wealth management or planning role.
• Results-driven with a track record to form strong client relationships.
• Experience with retirement planning and investment advice is a plus.

Responsibilities

• Serve the client's best interests, providing objective, fee-based financial advice and asset management.
• Evaluate client situations and analyze their needs to present recommendations.
• Build and maintain positive client relationships to grow the practice.

Skills

Client-facing experience

Wealth management

Education

Series 65

CFP (certification) desirable

Job description

Edelman Financial Engines is seeking a Senior Financial Advisor in Providence, RI to provide objective, fee-based financial advice and asset management. You will act as a fiduciary, focusing on clients' best interests with strong support from retirement planning tools and a dedicated team.

Applicants should have direct client-facing experience in wealth management, a Series 65 license, and preferably a CFP. Base salary plus bonus and growth potential are emphasized.