Edelman Financial Engines · 5 hours ago
Emerging Investor Financial Planner
United States
Full-time
Remote
Mid, Senior Level
$69K/yr - $85K/yr
3+ years expEdelman Financial Engines (EFE) is committed to guiding people with the financial advice they need to thrive. They are seeking an experienced Financial Advisor to evaluate client situations, develop financial strategies, and build long-term relationships with clients to help them achieve their financial goals.
ConsultingFinancial ServicesPersonal FinanceRetirement
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
Qualification
Required
3-plus years financial advisory experience, or 5-years combined sales and financial advisory experience preferred
Series 65 or 7/66 license required
Advanced literacy in computer-based analysis and decisioning tools
Preferred
Track record of direct-to-consumer financial sales desired
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
Benefits
Commission
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
Chief Executive Officer
David Goldberg
SVP, Chief Data and Analytics Officer
Recent News
2026-01-22
Company data provided by crunchbase