Edelman Financial Engines, LLC

Bilingual Investment Advisor

Edelman Financial Engines, LLC · Full Time · 3 hours ago

Edelman Financial Engines, LLC

🌎 United States 💵 $54700 - $69600 per year ⭐ 2-5 yrs exp 💼 Finance

Conduct inbound bilingual calls to review financial goals and provide consultative mentorship to help clients achieve their personal financial objectives. Focus on meeting performance targets for opportunity generation, client enrollment, and asset retention.

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Director, Practice Management Strategy and Enablement

Edelman Financial Engines, LLC · Full Time · 3 hours ago

Edelman Financial Engines, LLC

🌎 United States 💵 $133K - $177K per year ⭐ 10+ yrs exp 💼 Others

Drive the development and implementation of practice management strategies to help financial planners optimize workflows and elevate client experiences. Lead organizational change efforts and collaborate with cross-functional teams to align tools and systems with firm objectives.

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Financial Consultant - Client Growth & Retention

Edelman Financial Engines, LLC · Full Time · 3 hours ago

Edelman Financial Engines, LLC

🌎 United States ⭐ 2-5 yrs exp 💼 Finance

Engage clients through outreach programs to identify financial needs and present goal-based investment solutions. Build long-term client relationships by providing education on debt management and retirement planning strategies.

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Associate Financial Planner

Edelman Financial Engines, LLC · Full Time · 3 hours ago

Edelman Financial Engines, LLC

🌎 United States 💵 $83500 - $111K per year ⭐ 2-5 yrs exp 💼 Finance

Assist Financial Planners by performing comprehensive financial analyses across retirement, tax, and estate needs. Prepare client meeting materials and maintain high-level client relationships to ensure long-term satisfaction.

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Director, Financial Planning

Edelman Financial Engines, LLC · Full Time · 3 hours ago

Edelman Financial Engines, LLC

🌎 United States ⭐ 5-10 yrs exp 💼 Finance

Provide objective, fee-based financial advice and asset management to help clients achieve their long-term financial goals. Evaluate client situations to develop and present compelling recommendations while building positive, long-term relationships.

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Inbound Investment Advisor

Edelman Financial Engines, LLC · Full Time · 3 hours ago

Edelman Financial Engines, LLC

🌎 United States 💵 $50700 - $67600 per year ⭐ 0-2 yrs exp 💼 Finance

Conduct inbound calls to uncover client financial needs and provide consultative mentorship to help them achieve personal financial goals. Manage engagement center metrics including opportunity generation, client enrollment, and retention.

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Financial Consultant - Client Growth & Retention - Bilingual

Edelman Financial Engines, LLC · Full Time · 3 hours ago

Edelman Financial Engines, LLC

🌎 United States 💵 $85000 - $97600 per year ⭐ 2-5 yrs exp 💼 Finance

Engage clients through outreach programs to provide financial strategies and increase asset retention. Educate clients on investment, debt management, and retirement planning to help them achieve their financial goals.

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Regional Director, Financial Planning (Southwestern/South Central United States)

Edelman Financial Engines, LLC · Full Time · 3 hours ago

Edelman Financial Engines, LLC

🌎 United States 💵 $379K - $447K per year ⭐ 5-10 yrs exp 💼 Finance

Lead and mentor a territory of approximately 30 financial planners to drive client acquisition, retention, and asset growth. Partner across the organization to enhance client experience while ensuring adherence to corporate policies and risk management.

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Senior Financial Planner (New Client Development)

Edelman Financial Engines, LLC · Full Time · 3 hours ago

Edelman Financial Engines, LLC

🌎 Worldwide 💵 $250K - $325K per year ⭐ 5-10 yrs exp 💼 Finance

Provide objective, fee-based financial advice through a needs-based discovery process for prospective clients. Develop and present compelling financial recommendations to help clients meet their long-term goals.

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