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Associate Financial Planner - Client-First Wealth Guidance
Job in
Oklahoma City, Oklahoma County, Oklahoma, 73116, USA
Listed on 2026-08-07
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Edelman Financial Engines in the United States is seeking an Associate Financial Planner to support Financial Planners, ensuring client happiness while adhering to regulatory guidelines.
In this role you will perform comprehensive financial planning analyses, prepare client meeting materials, identify opportunities, and maintain strong client relationships through clear communication and market awareness.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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