Senior Financial Planner (New Client Development)

edelmanfinancialengines

1 month ago

United States

Onsite

Full Time

Senior

0 applicants

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About this role

Edelman Financial Engines is seeking a Senior Financial Planner to provide objective, fee-based financial advice focused on helping clients meet their financial goals. The role involves developing personalized financial plans by understanding client needs and building long-term relationships based on trust and integrity. It offers a results-driven environment with growth potential and a strong emphasis on fiduciary responsibility.

Skills

Qualifications

Series 65CFPBachelor's Degree

About edelmanfinancialengines

edelmanfinancialengines.com

Edelman Financial Engines is a large independent wealth management and retirement-planning firm created by the merger of Edelman Financial Advisors and Financial Engines. It delivers personalized financial planning, investment and wealth management, 401(k) and employer‑plan advice, and tax‑aware strategies through a hybrid model of digital tools and human advisors. The firm serves individual investors, employer‑sponsored retirement plans and institutions, offering online planning tools, portfolio management, and ongoing fiduciary guidance to help clients pursue long‑term goals. It’s known for combining scalable technology with dedicated advisors and a fiduciary approach to advice.