Onboarding Specialist

Edelman Financial Engines (EFE) is seeking an Onboarding Specialist to provide support to multiple Financial Planners across the firm, ensuring and enhancing planner satisfaction through direct contact with planners, custodians, and other operational employees.

Requirements

• Three years of confirmed experience
• Registered Investment Advisor or Broker/Dealer preferred
• Bachelor's degree in a business or financial field
• Knowledge of financial services principles, products, and services
• Outstanding client service skills and effective verbal and written business communication skills

Benefits

• Competitive base salary
• Annual target cash bonus
• Additional cash bonuses for contributions throughout the year