Remote Associate Financial Planner: Client-Focused Planning

Edelman Financial Engines is looking for an Associate Financial Planner to assist in client financial planning in Boca Raton or remotely. This role requires a Bachelor’s degree in business or finance, along with FINRA Series 65. You will perform financial planning analyses, prepare meeting materials, and assess client needs while ensuring compliance with regulations. The expected salary range is $83,500 to $111,300, plus benefits including bonuses and health plans.
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