Edelman Financial Engines, LLC is seeking a Senior Financial Advisor to provide fee-based, objective advice and asset management for clients who have completed enrollment. You will collaborate with a dedicated Client Service team and retirement planning tools to deliver trusted guidance and tailored financial plans.
The role emphasizes fiduciary duty with no marketing activities, focusing on client-centric service and ongoing planning conversations to expand relationships and assets over time.
#J-18808-LjbffrSenior Financial Planning Advisor - Client-Focused in sacramento at Unknown Company
This position is listed as full time and onsite.