Edelman Financial Services LLC, one of the largest and most well-known financial planning and investment advisory firms in the country, is seeking skilled Financial Planners to join our firm in the following locations: Alexandria, VA; Century City, CA; Long Island, NY; Santa Clara, CA; Silver Spring, MD; and St. Louis, MO.
Our firm is 30 years old, has 156 advisors and more than 388 support staff serving more than 31,000 clients with more than $17 billion in assets.* We are attracting more new clients and assets every day — hundreds of people call us each week, having heard of us through our weekly radio and TV shows, media interviews, and through our New York Times best-selling books. These callers are seeking our help in these challenging times.
If you are an experienced advisor with a strong planning background, let's talk. We're looking for talented professionals who want to serve the client's best interests using our proven approach. By working with us, you can enjoy greater career success than you ever thought possible — we can provide you with all the clients you can handle, as well as the services, systems and support you need. It goes without saying that our investment management is everything you'd want it to be.
WHAT YOU NEED
Successful candidates will have at least five years of experience working directly with consumers, turning them into clients by analyzing their needs, developing and presenting recommendations, and maintaining effective relationships to help them achieve their goals. Candidates must have a clean compliance record, the Series 7, 63 and 65 or 66 and insurance licenses, and ideally at least one professional designation.
WHAT WE'LL PROVIDE
Edelman Financial will provide you with extensive training and support during your transition, plus ongoing, complete administrative support and a regular stream of prospective clients for you to serve. If you currently have Planning Assistants in your practice, we will consider hiring them for you; if you don't have assistants to refer to us, you'll enjoy great support from our staff.
For more information: www.EdelmanFinancial.com EOE. A comprehensive background check may be conducted on applicants for this position. Edelman Financial has an employment at-will policy.
*Information current as of December 31, 2016.