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Edelman Financial Engines

Director of Strategic Financial Planning

farmington, CT

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Job description

Edelman Financial Engines in Farmington, CT seeks a Senior Financial Advisor to provide objective, fee-based advice and asset management while maintaining fiduciary responsibilities. You will have no marketing activities and a dedicated support team to help deliver tailored client plans.

The role requires a proven track record of client service, active securities licenses, and CFP or equivalent credentials are a plus.

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Worksite address

farmington, CT, 06030, US

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