Associate Financial Planner: Build Clients, Grow Your Practice
Edelman Financial Engines
Edelman Financial Engines is looking for an Associate Financial Planner in Danville, California. In this role, you will assist Financial Planners in ensuring client satisfaction while following regulatory guidelines. Your responsibilities encompass performing financial planning analyses, preparing presentations, conducting client assessments, and maintaining client relationships. Qualified candidates will have 1-3 years of financial services experience and a Bachelor’s degree in business or finance. #J-18808-Ljbffr Edelman Financial Engines
Vacancy posted 1 day ago
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