Financial Planning Associate: Clients & Impact
Job in
Ashburn, Loudoun County, Virginia, 22011, USA
Listed on 2026-06-01
Listing for:
Edelman Financial Engines
Full Time
position Listed on 2026-06-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst, Financial Advisor
Job Description & How to Apply Below
Edelman Financial Engines is looking for an Associate Financial Planner in Ashburn, VA. In this role, you will assist Financial Planners in delivering client satisfaction while adhering to regulatory requirements. Your responsibilities include performing financial analyses, preparing client presentations, and maintaining client relationships. Candidates should have 1-3 years of financial services experience, a FINRA Series 65, and a Bachelor's degree in business or finance.
The position offers a competitive salary and benefits, including health and 401(k) contributions.
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Position Requirements
10+ Years
work experience
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