Financial Advisor Jobs

At Edelman Financial Engines (EFE), the purpose is to guide people with the financial advice they need to thrive, believing that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for clients. The firm is committed to managing clients’ investments by truly understanding them as people first and then delivering advice, strategies, and solutions to help them feel confident about their financial plans. The goal is to build long-term relationships based on respect, integrity, and a belief in helping people make smart investment decisions at every stage of their lives. The company culture is grounded in CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. As a Senior Financial Advisor, the role involves providing objective, fee-based advice and asset management to help clients build a better financial future. The firm operates as a fiduciary, meaning neither the firm nor its advisors seek or accept financial incentives, commissions, or third-party compensation for investments or recommendations. The role involves no marketing activities; instead, the focus is on serving the client's best interests by providing outstanding financial advice to those who request it. Advisors receive continuing education and are supported by a dedicated team of Client Service Managers and innovative retirement planning tools and software. The ideal candidate is an experienced Financial Advisor with a consistent track record of effectively serving clients and capable of running a growing practice to help clients achieve their financial goals. The position requires evaluating client situations, analyzing needs, developing and presenting compelling recommendations, and establishing effective relationships.