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Associate Financial Planner: Client-First Wealth Guidance
Job in
Danville, Contra Costa County, California, 94506, USA
Listed on 2026-07-20
Listing for:
Edelman Financial Engines, LLC
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Edelman Financial Engines, LLC is seeking an Associate Financial Planner to support Financial Planners and ensure client happiness while adhering to regulatory standards.
The role involves preparing analyses across retirement, investments, estate, and tax planning, plus creating materials for client meetings. Strong communication and detail orientation are essential in a client-focused, regulatory environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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