Senior Financial Advisor: Fee- Wealth Planning
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Edelman Financial Engines is seeking an experienced Senior Financial Advisor in the Portland area to provide objective, fee-based advice and asset management. You will serve clients in a fiduciary capacity, guiding them toward thoughtful financial plans without marketing activities, supported by a dedicated team and retirement-planning tools.
The role requires client-facing experience in wealth management, a Series 65, and a valid Health/Life license (or plan to obtain).
This opening is for the Senior Financial Advisor:
Fee-Based Wealth Planning role at Edelman Financial Engines.
Are you ready to take on the Senior Financial Advisor:
Fee-Based Wealth Planning role at Edelman Financial Engines?
We would love to welcome a new Senior Financial Advisor:
Fee-Based Wealth Planning to our organisation in Portland, OR, United States.
For the Senior Financial Advisor:
Fee-Based Wealth Planning position at Edelman Financial Engines, we are reviewing applications now.
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