Associate Financial Planner: Craft Impactful Client Plans
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-08-30
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Sales
Job Description & How to Apply Below
Edelman Financial Engines is seeking an Associate Financial Planner to assist Financial Planners and ensure client happiness while adhering to regulatory guidelines. The role focuses on comprehensive financial planning and client service.
The position requires 1–3 years in financial services, a FINRA Series 65, and a business/finance degree or equivalent experience. A CFP designation is preferred, with potential bonus and benefits discussed in the hiring process.
#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:
×