Financial Planning Associate - Growth & Client Impact
Edelman Financial Engines
Edelman Financial Engines seeks a financial planning professional in Colorado to deliver comprehensive planning for retirement, investments, taxes, and education funding. You will prepare client materials, assess evolving needs, and maintain strong client relationships with a focus on detailed analyses and timely follow-up. Minimum 1–3 years in financial services and a FINRA Series 65 are required; CFP preferred. Strong communication and proficiency in MS Office are essential. #J-18808-Ljbffr Edelman Financial Engines
Vacancy posted 2 days ago
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