Careers at Edelman Wealth Management

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.

CURRENT OPPORTUNITIES

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:

• Independence with an open product platform that includes a comprehensive range of investment, advisory and protection products from leading carriers.
• Resources to support the growth of your business, including dedicated Marketing and PR support
• Direct Access to Advanced Planning resources.
• Robust technology and integrated social media platforms to assist in the efficiency of managing your practice.

SKILLS AND QUALIFICATIONS

• The Candidate must have a minimum of five years’ experience in the financial services industry and should be able to keep up in a fast-paced environment.
• He/she must not have any complaints filed against them.
• He/she must have a proven track record of growth and success in the business.
• He/she must be a self-starter, highly motivated and someone who values relationships.
• The candidate must have at least $15 million under management.
• Must be a team player who fits into the firm culturally.
• Must be able to make a good first impression and be the ultimate professional.
• The candidate should not have been with more than two other broker dealers in their career. 

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:

• Work with clients to analyze, research, and implement solutions in their individual financial situations.
• Conduct financial analysis; prepare financial plans and other deliverables for client meetings.
• Prepare, coordinate and follow through on any needed communication or implementation of recommendations with new or existing clients.
• Demonstrate excellent people skills by being confident in the delivery of financial advice to clients via conference call and face-to-face meetings.
• Maintain high ethical standards and confidentiality at all times.
• Continuously monitor client’s financial situations with detail and accuracy with the ability to look at the big strategic financial picture.
• Dedicated to networking, continued education and establishing expert relationships with strategic partners in our community.

Education/Licenses

The ideal candidate will have at minimum an undergraduate degree.  The following licenses/designations are preferred:

• Life and Health License and FINRA Series 6/7 and 65/66.
• Willingness to pursue CFP® designation or other industry noted designations to show ongoing continuing education within our industry. 

Skills/Experience

• 3+ years of experience in sales and or the financial services industry.
• Self-motivated and ability to establish effective relationships with diverse personalities.
• Understanding of financial products including insurance and investments.
• Excellent Communication skills along with the ability to expertly multi task.
• Strong Organization and Customer service skills required.
• Extensive Microsoft Office skills with intermediate or better computer skills.
• Must manage multiple tasks and meet required deadlines.

Qualified candidates should send a resume, cover letter to Chief Operating Officer Stacy Brilliant: Stacy@EWMGINC.com.

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.

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