Overview

Company
Edelman Financial Engines, LLC
Location
Pasadena, California, United States
Edelman Financial Engines, LLC

Finance & Banking • Pasadena, California, United States

Senior Financial Planner: Client-First, Growth-Focused

Pasadena, California, United StatesPosted 18 hours ago
Finance & Banking

About the Role

Edelman Financial Engines, LLC is seeking an experienced Senior Financial Advisor to provide objective, fee-based advice and asset management for clients who have enrolled with the firm. The role emphasizes trusted relationships, comprehensive financial planning, and long-term client well-being.

You will work with a dedicated team and cutting-edge retirement planning tools to deliver tailored recommendations and ongoing planning conversations that encourage retention and organic growth.

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What You'll Do

Edelman Financial Engines, LLC is seeking an experienced Senior Financial Advisor to provide objective, fee-based advice and asset management for clients who have enrolled with the firm.
The role emphasizes trusted relationships, comprehensive financial planning, and long-term client well-being.
You will work with a dedicated team and cutting-edge retirement planning tools to deliver tailored recommendations and ongoing planning conversations that encourage retention and organic growth.
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Skills & Technologies

Finance & Banking