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Senior Wealth Planning Director: Client & Impact
Job in
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-07-21
Listing for:
Edelman Financial Engines, LLC
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Edelman Financial Engines, LLC is seeking a results-driven financial advisor to deliver tailored wealth management guidance to clients. You will assess client situations, craft compelling recommendations, and build lasting relationships that support their financial wellbeing.
In this role, you will operate in a fee-based environment with base salary plus performance-based compensation. Licensing requirements include Series 65 and life/health coverage, with CFP optional but valued.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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