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 customers 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 largest independent Registered Investment Advisor. 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. As a Financial Planner with our firm, you will have no sales goals or quotas that prevent you from serving each client’s best interests, with a compensation program that aligns you with your client instead of creating conflicts between you. If you believe that hard work should lead to success, then Edelman Financial Engines may be the firm for you.
What is Edelman Financial Engines looking for?
We are actively recruiting a Senior Financial Advisor for our Orlando, FL office.
If you are an experienced financial advisor with a proven track record of effectively serving clients and able to manage a growing practice, let’s talk. Edelman Financial Engines Senior Financial Advisors provide independent, fee-based investment advice and wealth management advice and services. We are recognized thought leaders constantly providing our advisors the tools, systems and opportunities they need to add value for their clients.
Consumers choose to become our clients because our advisors effectively evaluate their situations, analyze their needs, develop and present a compelling set of recommendations, and build effective relationships to help them achieve their financial goals.
Why is Edelman Financial Engines different?
What do you need to be successful at Edelman Financial Engines?
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the 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 InvestmentNews1 and Barron’s2 with 170+ planner offices across the country and entrusted by more than 1.2 million clients to manage more than $213 billion in assets. 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.
© 2019 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.
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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.
1 Ranking and status for 2019. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/);
2 The 2019 Top 50 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.