Edelman Financial Engines

2+ years of experience, Bachelor's degree or equivalent experience, good understanding of finance and investment markets

2+ years of relevant experience, good understanding of finance, and critical thinking skills required

Must have direct client-facing experience, a results-driven approach, and relevant licenses/certifications

2+ years of relevant experience, Bachelor’s degree or equivalent experience, good understanding of finance and critical thinking skills

Results driven approach with a consistent track record, direct client-facing experience, and ability to form relationships

Experience in fee-based wealth management, results-driven approach, and desire for role with base salary and performance-based compensation

Fee-based wealth management experience is needed, as is a consistent track record. Candidates should be driven, result-oriented, and possess a strong sales skillset

7+ years of experience in a direct client-facing role and a Clean U-4

6+ years experience with Microsoft identity. AAD experience is necessary. Strong communication and problem-solving skills are needed

5+ years experience in investment management, BA/BS with strong analytical skills, and excellent communication skills