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Elite Client Service Advisor – Financial Planning

Job in Fairfax, Fairfax County, Virginia, 22032, USA
Listing for: Edelman Financial Engines, LLC
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 73000 - 102000 USD Yearly USD 73000.00 102000.00 YEAR
Job Description & How to Apply Below

Edelman Financial Engines is seeking an Executive Client Service Associate to support an Executive Director Planner and enhance client satisfaction through direct contact with clients, custodians, and internal teams. The role emphasizes high-level service for affluent clients and complex financial transactions.

The position requires 3+ years in financial services, excellent client service and communication skills, and the ability to work autonomously.

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