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Associate Financial Planner: Retirement & Investment

Edelman Financial Engines, Oklahoma City, OK, United States


Edelman Financial Engines is seeking an Associate Financial Planner in Oklahoma City, OK. The role involves performing financial planning analyses for clients, preparing detailed presentations, and proactively identifying financial planning opportunities. The ideal candidate possesses 1–3 years of relevant experience, a Bachelor’s degree in business or finance, and holds the FINRA Series 65 certification. A competitive salary range of $83,500 to $111,300 is offered, along with numerous benefits including bonuses and 401(k) contributions.
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