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Associate Financial Planner: Client-First Guidance

Job in Silver Spring, Montgomery County, Maryland, 20900, USA
Listing for: Edelman Financial Engines, LLC
Full Time position
Listed on 2026-08-31
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 83000 - 111000 USD Yearly USD 83000.00 111000.00 YEAR
Job Description & How to Apply Below

Edelman Financial Engines, LLC is hiring an Associate Financial Planner in Silver Spring, MD. You will assist Financial Planners by performing planning analyses, preparing client materials, and helping uncover new opportunities while ensuring compliance with regulations.

We value a bachelor’s degree in business or finance and 1–3 years in financial services, including broker/dealer or RIA environments. Strong communication and Excel skills are essential for success in this role.

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Position Requirements
10+ Years work experience
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