Unknown Company

Senior Wealth Planning Advisor | Fee-Based, Client-First

providence, ri • Posted 1 weeks ago
Onsite Full Time Audit

Edelman Financial Engines is seeking a Senior Financial Advisor in Providence, RI to provide objective, fee-based financial advice and asset management. You will act as a fiduciary, focusing on clients' best interests with strong support from retirement planning tools and a dedicated team.

Applicants should have direct client-facing experience in wealth management, a Series 65 license, and preferably a CFP. Base salary plus bonus and growth potential are emphasized.

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Senior Wealth Planning Advisor | Fee-Based, Client-First in providence at Unknown Company

This position is listed as full time and onsite.

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