{"schemaVersion":"jobsearcher.job.v1","id":"e920253b8a6dca38e3f4defe","url":"https://jobsearcher.com/jobs/e920253b8a6dca38e3f4defe","canonicalUrl":"https://jobsearcher.com/jobs/e920253b8a6dca38e3f4defe","title":"Associate Financial Planner: Client-Focused Advisory","description":"Edelman Financial Engines is seeking an Associate Financial Planner to support Financial Planners and ensure client happiness while adhering to regulatory requirements. You’ll perform comprehensive financial planning analyses, prepare client materials, and proactively identify new planning opportunities.\nRole requires 1–3 years in financial services, FINRA 65, and a business/finance background; CFP is preferred.\n\n#J-18808-Ljbffr","company":"Socket","rawCompany":"socket","city":"Silver Spring","state":"MD","isRemote":false,"isActive":false,"createdAt":"2026-09-09T03:41:49.904Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"13-2051.00","title":"Financial and Investment Analysts","slug":"financial-and-investment-analysts"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"524298","title":"All Other Insurance Related Activities","slug":"all-other-insurance-related-activities"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Associate Financial Planner: Client-Focused Advisory","description":"Edelman Financial Engines is seeking an Associate Financial Planner to support Financial Planners and ensure client happiness while adhering to regulatory requirements. You’ll perform comprehensive financial planning analyses, prepare client materials, and proactively identify new planning opportunities.\nRole requires 1–3 years in financial services, FINRA 65, and a business/finance background; CFP is preferred.\n\n#J-18808-Ljbffr","datePosted":"2026-09-09T03:41:49.904Z","dateModified":"2026-09-09T03:41:49.904Z","hiringOrganization":{"@type":"Organization","name":"Socket","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Silver Spring","addressRegion":"MD","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"e920253b8a6dca38e3f4defe"},"url":"https://jobsearcher.com/jobs/e920253b8a6dca38e3f4defe"}}