Financial Planner (Emerging Investor Sales)

Edelman Financial Engines

113d • $61,400 - $75,000

About The Position

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. We are looking for an experienced Financial Advisor with a consistent track record of goals-based financial sales. 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!

Requirements

• 3-plus years financial advisory experience, or 5-years combined sales and financial advisory experience preferred
• Track record of direct-to-consumer financial sales desired
• Series 65 or 7/66 license required
• CFP, CRPC, or other financial designation preferred or willingness to begin one of these designations within 6 months of start date
• 4-year college degree strongly preferred; financial and/or business background preferred
• Advanced literacy in computer-based analysis and decisioning tools

Responsibilities

• Full and accurate knowledge of EFE products and services, planning tools, investment strategies, and other crucial aspects of personal financial planning processes
• Effectively evaluate client life cycle stage(s) and identify financial goals; present appropriate solutions, products, services, and investment actions that best address client need.
• Educate client on sophisticated financial planning principles, and articulate EFE value proposition relative to competition
• Detailed follow-up to ensure all onboarding tasks are completed
• Accurately and efficiently open client accounts and establish fund transfer/management
• Maintain a highly efficient and productive approach to client management; handle interactions within set meeting time; use non-client time effectively for follow-up, client touches, etc.
• Thrive in a high volume, fast paced sales environment where we balance a high quality client experience with efficiency and production to sales targets
• Coordinate effectively with EFE account support staff to ensure timely and accurate administration
• Proactively find opportunities to improve the client experience and/or EFE business; works collaboratively with colleagues to develop and implement improvements

Benefits

• Discretionary bonus
• Health plans
• Dental plans
• Wellness plans
• 401(k) contributions

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees