1790 Yardley-Langhorne Road, Suite 202
Edelman Wealth Management is looking to add several experienced and driven individuals to its growing, dynamic team.
EDELMAN WEALTH MANAGEMENT'S VISION
Edelman Wealth Management Group, Inc. is built on a foundation of caring and the relationships that we develop with our clients. This is an essential component of our success.
As a team we help our clients define and prioritize their goals and dreams by developing individually tailored strategies. Using our trademarked “Financial Destination” process, our financial advisors examine cash flows, educational needs, retirement expectations and estate planning concerns in order to deliver comprehensive financial solutions.
The Firm has developed a platform that allows us to deliver a complete range of targeted financial solutions, investment services, insurance products and employee benefit plans consistent with the clients’ time horizons, risk tolerances and overall financial objectives.
As the industry evolves, our firm grows through continuing education, thought provoking ideas, leading solutions and additional specialists we bring to our clients and team. Our entire operation is coordinated through best of breed technology and proven processes, all which are designed to achieve the best client experience possible.
SENIOR FINANCIAL ADVISORS
Edelman Wealth Management Group, Inc. is seeking TWO financial advisors to join our expanding team. Our firm is a comprehensive wealth management and insurance services and is an independent firm affiliated with a large national broker dealer. The ideal candidate should be personable, hardworking and dedicated to providing first-class service to his/her clients.
Edelman Wealth Management Group, Inc. is a family-owned, cutting edge financial and insurance services firm located in the heart of Lower Bucks County, PA. President and founder, Scott D. Edelman is a Top of the Table member of the Million Dollar Round Table and who has been featured in Money magazine, Philadelphia magazine and numerous industry publications.
An affiliation with Edelman Wealth Management offers you access to:
SKILLS AND QUALIFICATIONS
Qualified candidates should send a resume, cover letter to Chief Operating Officer Stacy Brilliant: Stacy@EWMGINC.com.
ASSOCIATE FINANCIAL ADVISOR
We are currently seeking Associate Financial Advisor’s to help take our local firm to the next level. The primary responsibilities will be collaborating with our experienced advisors to maintain profitable, professional client relationships with our current client base, and review/present client related financial plan recommendations or implementation processes with all existing clients. All candidates should demonstrate a desire to network, build relationships and communicate effectively with people. This is a great opportunity for an aspiring advisor to shadow the firm owner, be involved in client meetings early on, and contribute to a growing firm that leverages technology and is positioned for growth. Potential opportunities for acquisition and/or succession plans may exist in certain situations.
Responsibilities Include but are not limited to:
The ideal candidate will have at minimum an undergraduate degree. The following licenses/designations are preferred:
We are strongly committed to diversity and equal opportunity. Securities and investment advisory services offered through Signator Investors, Inc. Boston, MA 02116. 888-333-3087. Member FINRA, SIPC and an SEC Registered Investment Adviser. Edelman Wealth Management Group, Inc. and Signator Investors, Inc. are unaffiliated.