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Financial Services Client Advocate

Job in Melbourne, Brevard County, Florida, 32935, USA
Listing for: Edelman Financial Engines, LLC
Full Time position
Listed on 2026-07-20
Job specializations:
  • Finance & Banking
    Financial Sales
Salary/Wage Range or Industry Benchmark: 50000 - 65000 USD Yearly USD 50000.00 65000.00 YEAR
Job Description & How to Apply Below

Edelman Financial Engines is seeking a Client Services team member to deliver high level client service and maintain strong client relationships. You will partner with Financial Planners, handle account paperwork, and support daily administrative functions to ensure accurate and timely servicing of client portfolios.

Ideal candidates have 2+ years in financial services, a bachelor’s degree or equivalent experience, and a solid understanding of investment markets.

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