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Financial Planning Associate - Client-First Advisor

Edelman Financial Engines

Edelman Financial Engines is seeking a financial planning professional to analyze client needs and deliver tailored investment guidance across retirement, estate and tax strategies. The role emphasizes client relationships, rigorous financial analysis and proactive opportunity identification. Candidates should have a business or finance degree, FINRA Series 65, and strong communication skills; CFP is preferred. #J-18808-Ljbffr Edelman Financial Engines

Vacancy posted more than 2 months ago

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