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Associate Financial Planner: Retirement & Investment

Job in Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listing for: Edelman Financial Engines
Full Time position
Listed on 2026-06-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst, Corporate Finance, Financial Advisor
Salary/Wage Range or Industry Benchmark: 83500 - 111300 USD Yearly USD 83500.00 111300.00 YEAR
Job Description & How to Apply Below
Edelman Financial Engines is seeking an Associate Financial Planner in Oklahoma City, OK. The role involves performing financial planning analyses for clients, preparing detailed presentations, and proactively identifying financial planning opportunities. The ideal candidate possesses 1–3 years of relevant experience, a Bachelor’s degree in business or finance, and holds the FINRA Series 65 certification. A competitive salary range of $83,500 to $111,300 is offered, along with numerous benefits including bonuses and 401(k) contributions.
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Position Requirements
10+ Years work experience
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