Edelman jobs in Roseville, CA

Client Service Associate - Roseville, CA - Hybrid At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding...

A financial services firm in Roseville, CA is seeking a Client Service Associate to offer high-level customer service while working closely with Financial Planners. The ideal candidate should have at least 2 years of relevant financial services experience and a strong understanding of investment markets. Responsibilities include coordinating client meetings, preparing paperwork, and maintaining...