Director, Financial Planning
Description
As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition, you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients.
We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you!
Responsibilities:
- Serve the client's best interests, providing outstanding financial advice guidance
- Effectively evaluate client situations and analyze their needs
- Develop and present a compelling set of recommendations
- Adept at building positive relationships with clients
- Skilled at influencing clients to improve their financial well-being
Requirements:
- Direct client-facing experience in a fee-based wealth management or planning role
- Results driven approach with a consistent track record to form relationships
- Desire for role with base salary, performance-based compensation and growing earnings potential
- Must possess an active Series 65
- Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment
- A Clean U-4
- A Certified Financial Planner (CFP) or other certification is desired but not required
Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 – $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
Skills
As published by greenhouse · 23 questions · 1 written answer
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter, Location
Short answers (9)
- Preferred First Name optional
- If you were referred by an EFE employee, please provide their name. optional
- What is your preferred work location (city/state)?
- If yes, please list the names of your relatives at Edelman Financial Engines. optional
- If yes, please indicate when, which position, and location you applied to previously optional
- List any licenses or certifications outside of the Financial Services industry that you currently hold. optional
- If yes, please provide additional detail on the Outside Business Activity. optional
- If yes, please provide additional details on the prior involuntary termination. optional
- What are your compensation expectations?
Pick from a list (13)
- How did you hear about EFE and/or this role?
- What is your home state?
- Do you have the unrestricted right to work in the United States?
- Will you now or in the future require sponsorship for employment visa status (i.e. H-1B, EAD, OPT, TN, etc.)?
- Are you related to anyone presently employed by Edelman Financial Engines?
- Have you ever been employed by Edelman Financial Engines, Edelman Financial Services, Financial Engines, or The Mutual Fund Store?
- Have you previously applied for employment with Edelman Financial Engines?
- Select all Financial Services industry licenses and/or certifications that you currently hold optional
- Are you subject to any non-compete or non-solicitation agreements?
- Do you need any accommodations to perform the job for which you are applying?
- Are you involved in any Outside Business Activities (i.e. selling nonregistered insurance products or real estate, acting as a consultant, CPA, tax preparer, second jobs, or online social networking websites used with/for such activities)?
- Have you ever been involuntarily terminated or asked to resign from an employer?
- Please select the link below and review our Arbitration Agreement and Non-Disclosure Agreement. After reviewing the document, please select "I Agree" if you have read and accept the terms of the document and understand their importance and effect upon your employment and accept the same as conditions of your employment with the Company, and agree to be bound by the terms and conditions of the agreements.
Written answers (1)
- If yes, please provide additional detail on the accommodations needed. optional