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Associate Financial Planner — Shape Clients' Financial Futures

Job in Philadelphia, Philadelphia County, Pennsylvania, 19117, USA
Listing for: Edelman Financial Engines, LLC
Full Time position
Listed on 2026-07-10
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Analyst
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 to support Financial Planners and help ensure client happiness while adhering to regulatory requirements.

The role involves conducting financial planning analyses, preparing materials for client meetings, and identifying opportunities to grow client relationships. Requires 1–3 years in financial services, a Bachelor’s in business/finance, and FINRA 65 enforcement.

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Position Requirements
10+ Years work experience
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