Edelman Financial Engines, LLC
Senior Financial Advisor – Wealth Planning Leader (Boston)
Edelman Financial Engines, LLC, Boston, Massachusetts, us, 02298
A leading financial advisory firm in Boston seeks a Director of Financial Planning to provide top-tier financial advice to clients. Candidates should have direct client-facing experience in wealth management and a strong background in building lasting client relationships. Responsibilities include evaluating client needs, developing recommendations, and serving the client's best interests without seeking commissions. The anticipated cash range for this role is $125,000 – $350,000, reflecting base salary and bonuses, with opportunities for performance-based compensation.
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