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Financial Advisor

Client Services Specialist – Financial Planning Support

Job in Kirkland, King County, Washington, 98034, USA
Listing for: Edelman Financial Engines
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 54000 - 71000 USD Yearly USD 54000.00 71000.00 YEAR
Job Description & How to Apply Below
Edelman Financial Engines in Kirkland is seeking a Client Service Associate to provide exceptional service while collaborating with Financial Planners. The ideal candidate will have a strong financial services background, excellent communication, and client relationship-building skills. Responsibilities include coordinating meetings, managing account activities, and ensuring compliance. The role offers a competitive salary between $54,000 and $71,000, along with performance-based bonuses and additional benefits.
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