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Wealth Planning: Senior Leader, Client ; Remote

Remote / Online - Candidates ideally in
California, Moniteau County, Missouri, 65018, USA
Listing for: Edelman Financial Engines, LLC
Remote/Work from Home position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Manager
  • Management
    Wealth Management, Financial Manager
Salary/Wage Range or Industry Benchmark: 105000 - 125000 USD Yearly USD 105000.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planning: Senior Leader, New Client Growth (Remote)
Location: California

A leading financial advisory firm is seeking a Sr. Manager for New Client Development in Wealth Planning. This role focuses on managing a team of Financial Advisors to drive client acquisition and improve performance through strategic coaching and leadership. Candidates should have over 3 years of experience in financial services leadership, possess a Series 65 certification, and ideally hold a CFP.

The position is remote with a competitive salary range of $105,000 – $125,000.
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Position Requirements
10+ Years work experience
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