Overview

Company
Edelman Financial Engines, LLC
Location
Portage, Michigan, United States
Edelman Financial Engines, LLC

Finance & Banking • Portage, Michigan, United States

Senior Financial Advisor: Client‑First Planning Leader

Portage, Michigan, United StatesPosted 18 hours ago
Finance & Banking

About the Role

Edelman Financial Engines, Portage, MI, seeks a Senior Financial Advisor to provide objective, fee-based advice and asset management for clients, acting as a fiduciary with no marketing solicitations. You will collaborate with a dedicated team and retirement planning tools to deliver tailored financial guidance.

The role emphasizes client-first service, relationship-building, and a proven track record in wealth management.

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What You'll Do

Edelman Financial Engines, Portage, MI, seeks a Senior Financial Advisor to provide objective, fee-based advice and asset management for clients, acting as a fiduciary with no marketing solicitations.
You will collaborate with a dedicated team and retirement planning tools to deliver tailored financial guidance.
The role emphasizes client-first service, relationship-building, and a proven track record in wealth management.
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Skills & Technologies

Finance & Banking