Client Services Associate - Financial Planning
Edelman Financial Engines, LLC
Edelman Financial Engines is seeking a Client Services associate to partner with our Financial Planner and deliver high‑level service to clients. You’ll coordinate meetings, review paperwork, monitor accounts, and support compliance in a confidential, fast‑paced financial environment. The ideal candidate has 2+ years in a Registered Investment Advisor or Broker/Dealer role, a Bachelor’s degree or equivalent, solid finance knowledge, and excellent communication and multitasking skills. #J-18808-Ljbffr Edelman Financial Engines, LLC
Vacancy posted 3 days ago
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