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Associate Financial Planner — Shape Clients' Financial Futures
Job in
Boise, Ada County, Idaho, 83701, USA
Listed on 2026-07-10
Listing for:
Edelman Financial Engines, LLC
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
Edelman Financial Engines is seeking an Associate Financial Planner to support Financial Planners and help ensure client happiness while adhering to regulatory requirements.
The role involves conducting financial planning analyses, preparing materials for client meetings, and identifying opportunities to grow client relationships. Requires 1–3 years in financial services, a Bachelor’s in business/finance, and FINRA 65 enforcement.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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