Financial Advisor

Job overview

The Financial Advisor role is onsite in Maumee, OH. The anticipated total target cash range is $125,000–$350,000 per year, comprised of base salary and bonus. Edelman Financial Engines’ purpose is to guide people with the financial advice they need to thrive. The advisor serves clients who have already enrolled with the firm, providing comprehensive financial planning and objective, fee-based advice. By building trusted relationships, supporting client retention, and helping clients make informed decisions, the role contributes to their long-term financial well-being.

What you'll do

• Provide financial advice 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 organic growth through service, referrals, introductions, and additional assets
• drive client retention and satisfaction.

What we're looking for

Skills & competencies

financial advisor

maumee oh

edelman financial engines

$125k–$350k target cash

financial planning

wealth management

fee-based advice

client relationships

investment advice

series 65

health and life insurance license

client retention

401(k)

Work arrangement

• Weekend coverage required

Benefits & perks

• Potential discretionary bonus, health, dental, and other wellness plans, and 401(k) contributions
• recruiter can provide role-specific eligibility details.

Why this role

The description identifies the position as Senior Financial Advisor despite the XML title. Requires an active Series 65 and an active Health and Life Insurance license, or obtaining the latter within the first three months. CFP or another certification is desired but not required. No marketing activities are involved.

About the employer

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