Edelman Financial Engines · 2 months ago
Senior Financial Planner (New Client Development)
United States
Full-time
Remote
Mid, Senior Level
$82K/yr - $110K/yr
7+ years expEdelman Financial Engines is committed to guiding individuals with the financial advice they need to thrive. As a Senior Financial Planner, you will provide objective, fee-based advice to prospective clients, focusing on their financial goals and developing personalized plans without seeking financial incentives for recommendations.
ConsultingFinancial ServicesPersonal FinanceRetirement
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
Qualification
Required
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
Preferred
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
Edelman Financial Engines
Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
Founded in 1986Boston, Massachusetts, USA
1001-5000 employees
H1B Sponsorship
Edelman Financial Engines has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (25)
2024 (32)
2023 (34)
2022 (46)
2021 (34)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Warburg Pincus
2021-03-15Private Equity
2012-04-16Acquired
Leadership Team
Ralph Haberli
Acting Chief Executive Officer
Suzanne van Staveren
Executive Vice President and Chief Financial Officer
Recent News
2025-12-10
2025-11-07
2025-10-15
Company data provided by crunchbase