Financial Services Associate

3 weeks ago


Los Angeles, California, United States Edelman Financial Engines Full time

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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