Financial Client Services Advisor
Job in
Mandeville, St. Tammany Parish, Louisiana, 70448, USA
Listed on 2026-08-23
Listing for:
Edelman Financial Engines
Full Time
position Listed on 2026-08-23
Job specializations:
-
Finance & Banking
Financial Sales, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Edelman Financial Engines is seeking a Client Services team member to provide high-level customer service to clients while leveraging a solid understanding of finance and investments. The role emphasizes confidentiality and professional interaction with Registered Investment Advisor or Broker/Dealer experience.
Two years of relevant experience and a Bachelor’s degree or equivalent are preferred. Expect a market-based base salary with a competitive bonus structure and opportunities for growth
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