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Associate Financial Planner: Craft Impactful Client Plans

Socket.dev

Edelman Financial Engines is seeking an Associate Financial Planner to assist Financial Planners and ensure client happiness while adhering to regulatory guidelines. The role focuses on comprehensive financial planning and client service. The position requires 1–3 years in financial services, a FINRA Series 65, and a business/finance degree or equivalent experience. A CFP designation is preferred, with potential bonus and benefits discussed in the hiring process. #J-18808-Ljbffr Socket.dev

Vacancy posted 1 day ago
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