Edelman Financial Engines
Edelman Financial Engines is seeking a Team Leader for the Financial Advisor Engagement Center to guide employees with financial advice and provide coaching and employee development plans. The ideal candidate should have a solid understanding of financial services principles, products, and experience in a client-facing role.
Requirements
- Solid understanding of financial services principles, products, and EFE planning experience.
- Consistent track record of high personal performance, while also having a positive impact on their broader team.
- Proven leadership and interpersonal skills to inspire and motivate their team(s).
- Strong emotional intelligence and ability to navigate critical client interactions with compassion.
- Strategic mentality, with a knack for analyzing performance metrics and adapt strategies accordingly.
- Bachelor’s Degree, business or financial subject area preferred.
- 3+ years’ experience in a licensed, client-facing financial services role, with 6+ months at EFE (post-training/Dev Center)
- Possess the Series 65 or Series 7 & 66 licenses; Relevant financial Designations (CFP, CRPC) preferred.
Benefits
- Discretionary bonus
- Health, dental and other wellness plans
- 401(k) contributions
Originally posted on Himalayas
To apply for this job please visit himalayas.app.
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The United States of America (USA), also known as the United States (U.S.) or America, is a country primarily located in North America. It is a federal republic consisting of 50 states and a federal capital district, Washington, D.C. The 48 contiguous states border Canada to the north and Mexico to the south, with the semi-exclave of Alaska in the northwest and the archipelago of Hawaii in the Pacific Ocean. The United States also asserts sovereignty over five major island territories and various uninhabited islands in Oceania and the Caribbean. It is a megadiverse country, with the world's th
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