Financial Planning Professional

5 days ago


Uniondale, New York, United States Edelman Financial Engines Full time

Role Overview

This is an exciting opportunity to join our team as a Client Service Associate. You will be responsible for providing high-quality customer service to our clients, including coordinating meetings, servicing account activity, and maintaining risk awareness and compliance.

Key Responsibilities

  • Partner with financial planners to deliver exceptional client service
  • Coordinate client meetings and appointments
  • Prepare and review new account paperwork
  • Verify accounts and aid operation teams as needed

Skills and Qualifications

  • Relevant experience in the financial services industry (two years or more)
  • Good understanding of finance and investment markets/securities
  • Critical thinking, attention to detail, and multi-tasking skills

Compensation and Benefits

We offer a competitive compensation package, including a base salary range of $55,000 - $70,000, as well as benefits such as health, dental, and 401(k) contributions.

About Our Company

Edelman Financial Engines is dedicated to helping individuals achieve their financial goals through personalized planning and investment advice.



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