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Job description
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).
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Worksite address
portland, OR, 97204, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.