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 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.
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.
Edelman Financial Services LLC, one of the largest and best-known financial planning and investment advisory firms in the country, is seeking a skilled Financial PlannerCharles Schwab: Financial Planner - Lone Tree, CO. Read more ... » to join our firm in our Garden City office.
Our firm is 25 years old, has 83 advisors and more than 200 support staff serving 17,000 clients with $7.9 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.
Employee Type : Full-Time
Industry : Banking – Financial Services
Manages Others : Not Specified
Job Type : Finance
Experience : At least 5 year(s)
Travel : Negligible
To apply Financial Planner in Garden City, NY >>> http://tinyurl.com/btnzcv7