Senior Financial Planner (New Client Development)
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 1d ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 106d ago
The date the source published, not the day we noticed it (2026-06-26). Last seen at its source 1h ago.
We have tracked this listing since 9 Oct 2026 (1 days). The employer's own board has carried it every time we have read it, most recently 1 hour ago.
Is it remote?
Remote
That is the location the employer filed this posting under. Quoted as written — we do not re-word the source's own location.
Who may apply?
Not stated
The description states no restriction of its own. This is the source's own tag.
Pay
$250k–325k/yr
Read out of the job description by us, not from a structured field. Shown in the posting's own currency and period; we never convert.
Carried by 1 source
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Greenhouse employer's own board first seen 1d ago · last seen 1h ago
The listing
As a Senior Financial Planner, you'll provide objective, fee-based advice, with a specific focus on a needs-based discovery process with prospective clients and delivery of a plan to help meet their financial goals. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives or third-party compensation for any of the investments or recommendations we offer our clients.
We are looking for an experienced Financial Advisor with a consistent track record of goals-based financial sales. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you!
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
Requirements:
- 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
- A Certified Financial Planner (CFP) or other certification is desired but not required
Edelman Financial Engines takes a market-based approach to pay. The expected total compensation range for this role nationally is $250,000- $325,000 with an approximate base salary of $100,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as commission, a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.