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Senior Vice-President
Financial Engines
Canandaigua, NY, United States
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Do you have a real passion for helping people accomplish their dreams? Are you looking for an organization that truly puts the clients’ needs first? Do you want to make a difference in the industry? If so, then you have reached your destination! It’s time for you to become a part of our nation’s largest independent registered investment advisor.
Financial Engines is looking for a talented wealth management professional to join our growing team in Rochester, New York. At Financial Engines we provide objective, fee-based financial advice and asset management, with an aim to help our customers build a better financial future, plain and simple.
What does a Financial Engines advisor possess?
• Real passion for building lifelong relationships with each and every client
• Desire to work with autonomy in an entrepreneurial culture that has the support you need to build your book
• Unprecedented will to strive for excellence in a performance driven environment
• Ability to naturally be organized and detail oriented in all processes
What experiences would help me to qualify?
• 5+ years financial services & investment industry in a client facing, financial planning, sales role
• Possess the Series 65 or Series 7 & 66 licenses
• A Clean U-4
What’s the Financial Engines difference?
• Premier training, a dedicated research department, best in class marketing and back office support
• A national marketing strategy, generating substantial, qualified leads for the advisors growing book of business
• An objective, conflict-free model centered around our valuable clients
• No limit model that works for the masses, not just the ultra-high net worth client; we typically work with a $50K and up threshold
• Competitive compensation structure within a performance driven culture so your efforts pay you
Financial Engines is America’s largest investment advisor with more than $100 Billion in assets under management. We help individuals make the most of their retirement assets by providing professional investment management and advice.
Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online tools, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals.
Financial Engines is an Equal Opportunity Employer (EOE).