Senior Financial Advisor

Job overview

The Senior Financial Advisor role is listed in Los Angeles, CA; the posting does not specify a remote arrangement. The stated anticipated total target cash range is $125,000–$350,000, comprising base salary and bonus. Edelman Financial Engines aims to provide clients with financial advice to help them thrive. The advisor serves existing clients with fee-based advice, asset management, and comprehensive financial planning. By building trusted relationships, developing recommendations, and supporting client retention and satisfaction, the role helps clients make informed decisions and supports organic growth.

What you'll do

• Provide objective financial advice and guidance in clients’ best interests
• build long-term relationships with existing clients
• evaluate client situations and needs
• develop and present recommendations
• deliver comprehensive financial planning
• identify opportunities to deepen planning discussions
• support retention, satisfaction, referrals, and additional assets through client service.

What we're looking for

Skills & competencies

senior financial advisor

los angeles ca

edelman financial engines

$125k–$350k target cash

financial planning

fee-based advice

asset management

series 65

health and life insurance license

client relationships

fiduciary advice

Work arrangement

• Weekend coverage required

Benefits & perks

• The posting mentions potential health, dental, and other wellness plans, 401(k) contributions, and discretionary bonus eligibility
• specific benefits are shared during hiring.

Why this role

Clients are qualified, enrolled, and assigned to advisors; the role has no marketing activities. Requires an active Series 65 and an active Health and Life Insurance license or completion within the first three months.

About the employer

Edelman Financial Engines, LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.