More jobs:
Associate Financial Planner: Client Wealth
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-08-27
Listing for:
Edelman Financial Engines, LLC
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Edelman Financial Engines is seeking an Associate Financial Planner in Raleigh to support Financial Planners in delivering client‑centric financial planning. You will help analyze retirement, investments, taxes, and estate needs, and prepare client materials.
The role requires 1–3 years in financial services, FINRA Series 65, and a bachelor’s in business or finance. You’ll work with clients to understand goals, maintain records in MS Outlook/Word/Excel, and help grow relationships.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×