Client Service Associate — Financial Guidance & Relationships
Job in
Wichita, Sedgwick County, Kansas, 67232, USA
Listed on 2026-07-22
Listing for:
Edelman Financial Engines
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Job Description & How to Apply Below
Edelman Financial Engines, a leading financial planning and investment advisory firm, is seeking a Client Services Associate to coordinate client meetings, supervise account activity, and prepare paperwork. The role emphasizes confidentiality and compliance and supports risk management within a team-focused environment.
Ideal candidates have 2 years of relevant experience with RIA or Broker/Dealer, a Bachelor's degree or equivalent, and a solid understanding of finance and investment markets.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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