Remote Associate Financial Planner | Client-Focused

Edelman Financial Engines is seeking an Associate Financial Planner to assist Financial Planners in ensuring client satisfaction through effective financial planning analysis. Responsibilities include analyzing client needs, preparing supporting materials for meetings, and maintaining client relationships. The ideal candidate will have 1-3 years of experience in financial services, a Bachelor’s degree in business or finance, and a FINRA Series 65 certification.

The role may be remote or based in Fairfax, VA, offering a salary range of $83,500 to $111,300 based on qualifications and location.
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