Edelman Financial Engines has been committed to always acting in the best interests of our clients since 1986. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice.
Director, Financial Planning role at Edelman Financial Engines. Responsible for serving client's best interests, providing outstanding financial advice guidance, and building positive relationships with clients. Must have direct client-facing experience in a fee-based wealth management or planning role, an active Series 65, and a Clean U-4.
Edelman Financial Engines has been committed to always acting in the best interests of our clients since 1986. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice.
Edelman Financial Engines