Director of Financial Planning — Elevate Client Wealth
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-01-25
Listing for:
Edelman Financial Engines, LLC
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A financial advisory firm is seeking a Director of Financial Planning to guide clients in achieving their financial goals. The role involves developing personalized financial advice, building client relationships, and has compensation linked to performance. Ideal candidates will have direct client-facing experience in wealth management, hold a Series 65 license, and possess strong influencing skills. This position offers a dynamic work environment dedicated to client success and professional growth.
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