Edelman Financial Engines is seeking an experienced Senior Financial Advisor in the Portland area to provide objective, fee-based advice and asset management. You will serve clients in a fiduciary capacity, guiding them toward thoughtful financial plans without marketing activities, supported by a dedicated team and retirement-planning tools.
The role requires client-facing experience in wealth management, a Series 65, and a valid Health/Life license (or plan to obtain).
#J-18808-LjbffrSenior Financial Advisor: Fee-Based Wealth Planning in portland at Unknown Company
This position is listed as full time and onsite.