Client Service Associate

Client Service Associate at Edelman Financial Engines. Guiding people with financial advice to thrive. Emphasis on client-first service, financial markets understanding, and team collaboration. Opportunity to work in a values-led culture.

Requirements

• Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) preferred
• Bachelor’s degree or equivalent experience preferred
• Good understanding of finance and investment markets/securities
• Critical thinking, attention to detail, and multi-tasking skills required
• High level of confidentiality required

Benefits

• Discretionary bonus
• Health, dental and other wellness plans
• 401(k) contributions