Associate Financial Planner - Guide Clients to Confident Futures
Job in
Danville, Contra Costa County, California, 94506, USA
Listed on 2026-07-30
Listing for:
Socket.dev
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Services, Financial Analyst
Job Description & How to Apply Below
Edelman Financial Engines in California is seeking an Associate Financial Planner to support Financial Planners in delivering client-centric advice. You will assist with planning analyses across retirement, investments, tax, estate, and education funding, while ensuring compliance and a high standard of service.
The role requires 1–3 years in financial services, FINRA 65, a business or finance degree (CFP preferred).
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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