Client Success Manager

Client Success Manager (Phoenix Hybrid or National Remote) At Edelman Financial Engines (EFE), 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 commitment 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 purpose-driven commitment inspires you, we invite you to consider joining our team.As a Client Success Manager in our Emerging Investor Team, you'll provide objective, fee-based advice, with a specific focus on a needs-based discovery process with prospective clients and delivery of a plan to help meet their financial goals.  With that planning process, you will be responsible for identifying additional opportunities with clients and consolidating assets under the EFE relationship.  This is a planning and relationship building role, with a strong sales component.  We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives or third-party compensation for any of the investments or recommendations we offer our clients.We are looking for an experienced Financial Advisor with a consistent track record of goals-based financial sales. 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
• Nurture opportunities over time and see them through to completion
• Skilled at influencing clients to improve their financial well-being

Requirements:

• 4+ years’ experience in a direct client-facing role in a fee-based wealth management or financial advisory organization
• 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
• A Clean U-4
• A Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC) 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 $64,100 - $94,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant 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's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 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. © 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services