Client Services Specialist: Financial Planning
Listed on 2026-10-06
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Finance & Banking
Financial Sales, Financial Advisor / Consultant, Financial Services, Banking & Finance
Edelman Financial Engines is seeking a Client Services team member to deliver high-level client service, coordinate meetings, and oversee account activity. The role focuses on maintaining confidentiality while supporting financial planning objectives and investment strategy understanding.
The ideal candidate has 2+ years in financial services, a bachelor’s degree, and strong communication skills to build lasting client relationships and ensure accurate paperwork and compliant processes.
We are looking to fill the Client Services Specialist:
Financial Planning position at Edelman Financial Engines, LLC in Walnut Creek, CA, United States.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Client Services Specialist:
Financial Planning role at Edelman Financial Engines, LLC, based in Walnut Creek, CA, United States.
The Client Services Specialist:
Financial Planning role at Edelman Financial Engines, LLC is now open for applications in Walnut Creek, CA, United States.
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