Unknown Company

Senior Wealth Planning Director: Client Growth & Impact

Remote • Posted 1 weeks ago
Onsite Full Time Finance

Edelman Financial Engines, LLC is seeking a results-driven financial advisor to deliver tailored wealth management guidance to clients. You will assess client situations, craft compelling recommendations, and build lasting relationships that support their financial wellbeing.

In this role, you will operate in a fee-based environment with base salary plus performance-based compensation. Licensing requirements include Series 65 and life/health coverage, with CFP optional but valued.

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Senior Wealth Planning Director: Client Growth & Impact in Remote at Unknown Company

This position is listed as full time and onsite.

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