Unknown Company

Senior Financial Advisor - Client-First Wealth Planning

raleigh, nc • Posted 1 weeks ago
Onsite Full Time Audit

Edelman Financial Engines is seeking a Senior Financial Advisor in Raleigh, NC to provide objective, fee-based advice and asset management for clients already enrolled with the firm. You will focus on trusted relationships, comprehensive planning, and delivering personalized recommendations that align with clients’ financial goals.

The role emphasizes fiduciary responsibility, no marketing activities, and ongoing advisor education, supported by a dedicated Client Service Manager and retirement

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Senior Financial Advisor - Client-First Wealth Planning in raleigh at Unknown Company

This position is listed as full time and onsite.

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