Edelman Financial Engines, LLC
Wealth Planning: Senior Leader, New Client Growth (Remote)
Edelman Financial Engines, LLC, California, Missouri, United States, 65018
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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