[Remote] Senior Financial Planner (New Client Development)

Note: The job is a remote job and is open to candidates in USA. Edelman Financial Engines is dedicated to providing comprehensive financial planning and investment advice to clients. As a Senior Financial Planner, you will offer objective, fee-based advice focused on understanding client needs and delivering tailored financial plans to help them achieve their goals. The role emphasizes building strong client relationships and providing outstanding financial guidance. 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 Skills • 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 • Desire for role with base salary, performance-based compensation and growing earnings potential • Must possess an active Series 65 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 Benefits • Discretionary bonus • Health • Dental and other wellness plans • 401(k) contributions Company Overview • Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting. It was founded in 1986, and is headquartered in Boston, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is https://www.edelmanfinancialengines.com/. Company H1B Sponsorship • Edelman Financial Engines has a track record of offering H1B sponsorships, with 25 in 2025, 32 in 2024, 34 in 2023, 46 in 2022, 34 in 2021, 30 in 2020. Please note that this does not guarantee sponsorship for this specific role. Apply tot his job Apply To this Job