Overview

Company
Edelman Financial Engines, LLC
Location
Chicago, Illinois, United States
Edelman Financial Engines, LLC

Finance & Banking • Chicago, Illinois, United States

Senior Financial Advisor – Client-First Planning

Chicago, Illinois, United StatesPosted 14 hours ago
Finance & Banking

About the Role

Edelman Financial Engines, LLC is seeking a Senior Financial Advisor in the Chicago area to provide objective, fee-based advice and asset management for clients who have completed enrollment with the firm. You will focus on trusted relationships, comprehensive planning, and informed decisions that improve long-term financial well-being.

The role emphasizes client-centric planning, ongoing education, and a dedicated support team with retirement planning tools.

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What You'll Do

Edelman Financial Engines, LLC is seeking a Senior Financial Advisor in the Chicago area to provide objective, fee-based advice and asset management for clients who have completed enrollment with the firm.
You will focus on trusted relationships, comprehensive planning, and informed decisions that improve long-term financial well-being.
The role emphasizes client-centric planning, ongoing education, and a dedicated support team with retirement planning tools.
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Skills & Technologies

Finance & Banking