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Associate Financial Planner: Build Client-Focused Plans
Job in
Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listed on 2026-07-27
Listing for:
Edelman Financial Engines
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Edelman Financial Engines seeks an Associate Financial Planner to support Financial Planners in delivering personalized client service and compliant financial planning advice. You will analyze client needs, prepare materials, and help uncover opportunities within regulatory guidelines.
The role emphasizes analytical work, accuracy, and effective communication to build long-term client relationships across financial planning disciplines.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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