Director of Financial Strategy & Planning

Edelman Financial Engines, LLC

Seattle (WA)

On-site

USD 120,000 - 180,000

Full time

45 hours ago
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Job summary

Edelman Financial Engines, LLC in Seattle, WA is seeking a Senior Financial Advisor to provide objective, fee-based financial guidance and asset management to clients. This fiduciary role emphasizes acting in clients' best interests and aligning investment strategies with their goals, timelines and risk tolerance.

You will build long-term relationships through personalized planning, transparent communication and collaboration within a supportive team.

Responsibilities

  • Provide objective, fee-based advice and asset management.

Job description

Edelman Financial Engines, LLC in Seattle, WA is seeking a Senior Financial Advisor to provide objective, fee-based financial guidance and asset management to clients. This fiduciary role emphasizes acting in clients' best interests and aligning investment strategies with their goals, timelines and risk tolerance.

You will build long-term relationships through personalized planning, transparent communication and collaboration within a supportive team.

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