Associate Financial Planner: Build Client Wealth
Job in
Danville, Contra Costa County, California, 94506, USA
Listed on 2026-07-17
Listing for:
Edelman Financial Engines, LLC
Full Time
position Listed on 2026-07-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Wealth Management, Financial Services
Job Description & How to Apply Below
Edelman Financial Engines, LLC is seeking an Associate Financial Planner to assist Financial Planners in ensuring client happiness while adhering to regulatory guidelines. The role involves comprehensive financial planning analyses across retirement, investments, estate, tax, and education funding, plus preparing client materials and maintaining client relationships.
The ideal candidate has 1–3 years in financial services, a FINRA Series 65, and a degree in business or finance.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×