Financial Planner at The Edelman Financial Group – MI

Author - September 22, 2011

Financial Planner Job Descriptiopn

Edelman Financial Services LLC, one of the largest and best-known financial planning and investment advisory firms in the country, is opening offices throughout the Detroit, MI area, and we are seeking skilled Financial Planners to join our firm. We will pay relocation expenses for qualified Financial Planner candidates.

Our firm is more than 20 years old, has 50 advisors and more than 150 support staff serving more than 15,000 clients with $6.8 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 The Truth About Money Radio Show (heard locally on WJR-760 AM) our public television specials, interviews on radio and television, 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. By working with us, you can enjoy greater career success than you ever thought possible — we can provide you Financial Planner 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 NEEDFinancial Planner
Successful Financial Planner 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. Financial Planner 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 will provide you with extensive training and support during your transition. 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. Your Financial Planner responsibility will be to serve the best interests of those clients using our proven approach.

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