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Associate Financial Planner: Client-Focused Advisory
Job in
Silver Spring, Montgomery County, Maryland, 20900, USA
Listed on 2026-09-04
Listing for:
Socket.dev
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
Edelman Financial Engines is seeking an Associate Financial Planner to support Financial Planners and ensure client happiness while adhering to regulatory requirements. You’ll perform comprehensive financial planning analyses, prepare client materials, and proactively identify new planning opportunities.
Role requires 1–3 years in financial services, FINRA 65, and a business/finance background; CFP is preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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