About this role
Director, Financial Planning at Edelman Financial Engines, LLC. Location: New York, New York, United States. Role: providing advice, evaluating clients, developing recommendations Requirements: Direct client-facing fee-based wealth management experience; active Series 65; health and life insurance license (or obtain within 3 months); clean U-4; results-driven with proven client relationship track record. Category: Finance and Accounting Seniority: Senior Level Certifications: series 65, health and life insurance, cfp Commitment: Full Time Workplace: Onsite Languages: English