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Financial Planner
Financial Engines
Albuquerque, NM, United States
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Edelman Financial Engines was founded on the idea that everyone deserves clear financial advice and guidance. We provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future.
Edelman Financial Engines has 180 locations nationwide to serve our clients. With more than $200 billion in assets, we are the nation's top registered investment advisor. If you are tired of sales goals that require you to start over year after year and desire to have your hard work and success be something you can build upon, then Edelman Financial Engines may be just the firm for you.
What
is Edelman Financial Engines looking for?
If you are an experienced advisor and have a proven track record of managing a growing business, let’s talk. The Edelman Financial Engines Financial Planner provides independent, fee-based investment advice and wealth management services. We are constantly driving new ideas for our advisors to add value to their clients.
Our advisors work with clients by analyzing their needs, developing and presenting recommendations, and building effective relationships to help them achieve their goals. We are a fiduciary and do not accept incentives or commissions for the funds recommended.
Why is Edelman Financial Engines different?
• Best in class marketing. We spend millions to generate meaningful, qualified leads for the advisors growing book of business – no prospecting!
• Premier training including ongoing advisor education on topics our clients want to learn about
• Talented Client Service Managers to provide operations support in each location
• State of the art retirement planning tools and software
• Base salary with premier benefits and employer matched 401k plan
• An objective, conflict-free model centered around our valuable clients
What
do you need to be successful at Edelman Financial Engines?
• Client-facing experience in a fee-based wealth management or planning role
• Results driven mindset with a validated ability to close business
• Ability to form relationships in order to optimally service our clients
• Must possess an active Series 65 or (Series 7 & 66 licenses)
• Strong desire for performance-driven compensation and growing earnings potential
• A Clean U-4
• A Certified Financial Planner (CFP) certification is preferred but not required
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in best interest of our clients.We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by both InvestmentNews[1] and Barron’s[2] with 180+ planner offices across the country and entrusted by over 1.1 million clients to manage over $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, visit www.edelmanfinancialengines.com and www.financialengines.com.
©2018 Edelman Financial Engines™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results.
[1] Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/);
[2] The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.