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Financial Consultant Financial Analyst Financial Advisor Financial Services

Client‑Focused Financial Planning Associate

Job in Danville, Contra Costa County, California, 94506, USA
Listing for: Edelman Financial Engines
Full Time position
Listed on 2026-06-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 83500 - 111300 USD Yearly USD 83500.00 111300.00 YEAR
Job Description & How to Apply Below
Edelman Financial Engines is seeking an Associate Financial Planner in Danville, CA. In this role, you will assist Financial Planners to ensure client happiness and perform various financial planning analyses. Requirements include 1-3 years of experience in the financial services industry, a Bachelor's degree in business or finance, and a FINRA Series 65 certification. The role offers a salary range of $83,500 to $111,300, along with other forms of compensation and benefits.
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Position Requirements
10+ Years work experience
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