Overview

Company
Edelman Financial Engines, LLC
Location
Raleigh, North Carolina, United States
Edelman Financial Engines, LLC

Finance & Banking • Raleigh, North Carolina, United States

Senior Financial Advisor - Client-First Wealth Planning

Raleigh, North Carolina, United StatesPosted 8 hours ago
Finance & Banking

About the Role

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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What You'll Do

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 #J-18808-Ljbffr

Skills & Technologies

Finance & Banking