8 Senior Financial Advisor (Rochester, MN) Jobs in Rochester, MN

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Service Advisor - Emerald Financial Group

Thrivent

Rochester, MN | Full Time

$74k-111k (estimate)

2 Days Ago

Financial Advisor - Southern MN

Thrivent

Rochester, MN | Full Time

$81k-99k (estimate)

4 Days Ago

Senior Financial Advisor (Rochester, MN)

Edelman Financial Engines

Rochester, MN | Full Time

$83k-110k (estimate)

6 Days Ago

Senior Financial Advisor (Rochester, MN)

Edelman Financial Engines

Rochester, MN | Full Time

$82k-110k (estimate)

5 Days Ago

Senior Financial Advisor (Rochester, MN)

Edelman Financial Engines

Rochester, MN | Full Time

$82k-110k (estimate)

5 Days Ago

Financial Advisor

Thrivent

Rochester, MN | Full Time

$53k-73k (estimate)

2 Months Ago

Financial Advisor

Thrivent

Rochester, MN | Full Time

$53k-73k (estimate)

2 Months Ago

Service Advisor - Emerald Financial Group

Thrivent

Rochester, MN | Full Time

$73k-108k (estimate)

7 Days Ago

Senior Financial Advisor (Rochester, MN)

$82k-110k (estimate)

Full Time | Business Services 5 Days Ago

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Edelman Financial Engines is Hiring a Senior Financial Advisor (Rochester, MN) Near Rochester, MN

At Edelman Financial Engines, we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and dedication for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our passionate dedication encourages you, we invite you to consider joining our team.

As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients.

We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. 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:

Direct client-facing experience in a fee-based wealth management or planning role
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
Must possess an active Health and Life Insurance license 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 base salary range for this role nationally is $85,000- $115,000 However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, proven experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as 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.

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's1. with 145 offices2 across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3

Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial 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, please visit EdelmanFinancialEngines.com.

© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com.

1 The Barron’s 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.

2 Edelman Financial Engines data, as of Dec. 31, 2022.

3 Edelman Financial Engines data, as of Sep. 30, 2023.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$82k-110k (estimate)

POST DATE

06/24/2024

EXPIRATION DATE

08/22/2024

WEBSITE

edelmanfinancialengines.com

HEADQUARTERS

SANTA CLARA, CA

SIZE

500 - 1,000

FOUNDED

1987

CEO

RIC EDELMAN

REVENUE

$200M - $500M

INDUSTRY

Business Services

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About Edelman Financial Engines

Overview We put the personal in personal finance. Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We believe that all investors not just the wealthy deserve personalized, comprehensive financial planning and investment advice. In 2018, two of Americas most prominent financial planning and investment management firms, Edelman Financial Services and Financial Engines, merged to become Edelman Financial Engines and the way people plan, save and invest was forever transformed. Today were Americas top independent financial planning a...nd investment advisor, recognized by InvestmentNews1 and Barrons2. We have 178 planner offices nationwide, and 1.2 million clients trust us to manage over $212 billion in assets. Learn more at www.edelmanfinancialengines.com. 2019 Edelman Financial Engines, LLC. Financial Engines and Edelman Financial EnginesTM are trademarks of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor and wholly owned subsidiary of Edelman Financial Engines, LLC. FEA may also be referred to as Edelman Financial Engines or Financial Engines. Results are not guaranteed. 1 Ranking and status for 2018. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/). 2 The Top 40 Independent Advisory Firm Ranking issued by Barrons 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, LLC. (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. More
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