Financial Services Associate
3 weeks ago
Overview
The role of a Financial Services Associate at Edelman Financial Engines is to provide exceptional customer service and support the financial planning process. With a strong focus on building relationships with clients, this position requires excellent communication and problem-solving skills.
Salary
The estimated salary for this role is $55,000 - $72,000 per year, based on national averages and industry standards.
Job Description
We are seeking a highly organized and detail-oriented individual to join our team as a Financial Services Associate. The successful candidate will be responsible for coordinating client meetings, preparing account paperwork, and resolving any issues that may arise.
- Coordinate client meetings and appointments
- Prepare and review account paperwork
- Research and resolve client issues
- Support the financial planning process
Required Skills and Qualifications
To be successful in this role, you will need:
- A strong understanding of finance and investment markets
- Excellent communication and problem-solving skills
- Two years of experience in a related field (Registered Investment Advisor or Broker/Dealer)
- Bachelor's degree or equivalent experience
Benefits
We offer a comprehensive benefits package, including:
- Discretionary bonus
- Health, dental, and wellness plans
- 401(k) contributions
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to providing exceptional financial planning and investment advice to our clients. We take a personalized approach to serving our clients, combining advanced methodology and proprietary technology with the attention of a dedicated financial planner.
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