Senior Financial Planner (New Client Development)
Edelman Financial EnginesUnited States • New York, New York, United States
Posted May 7, 2025
82000 - 110000 USD year
Full Time
About the Company
Edelman Financial Engines provides independent wealth planning, investment advice, and workplace financial solutions, helping over 1.3 million clients connect the dots between key financial aspects to build, grow, protect, and preserve their wealth.
Job Description
Edelman Financial Engines is a leading financial planning and investment advisory firm seeking a Senior Financial Planner to provide objective, fee-based advice to clients. As a Senior Financial Planner, you will focus on new client development and delivery of personalized financial plans to help clients achieve their goals.
Requirements
- 7+ years' experience in a direct client-facing role in a fee-based wealth management or financial advisory organization
- Results driven approach with a consistent track record to form relationships
- Active Series 65 or will be required to obtain it within the first three months of employment
- A Clean U-4
- Certified Financial Planner (CFP) or other certification is desired but not required
Benefits
- discretionary bonus
- health, dental and other wellness plans
- 401(k) contributions
