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Jobs at Edelman Financial Engines (Now Hiring) — 41 open

Edelman Financial Engines logoEdelman Financial Engines

Onboarding Specialist

United States · On-site

$70k–$93k/yr

Mid level

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 in…

Skills: Customer Service, Financial Planning, Account Administration, Critical Thinking, Attention To Detail

Edelman Financial Engines logoEdelman Financial Engines

Associate Investment Analyst (Santa Clara, CA Hybrid)

Santa Clara, California, United States · Hybrid

$112k–$150k/yr

Mid level

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 in…

Skills: Market Analysis, Data Visualization, Strategic Communication, Macroeconomic Analysis, Financial Modeling

Edelman Financial Engines logoEdelman Financial Engines

Client Service Associate

Bellevue, Washington, United States · On-site

$50k–$65k/yr

Mid level

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 in…

Skills: Customer Service, Financial Planning, Account Administration, Critical Thinking, Attention To Detail

Edelman Financial Engines logoEdelman Financial Engines

Executive Client Service Associate

Fairfax, Virginia, United States · On-site

$73k–$102k/yr

Mid level

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 in…

Skills: Client Relationship Management, Financial Planning, Estate Transfers, Cost Basis Calculations, RMD Knowledge

Edelman Financial Engines logoEdelman Financial Engines

Associate Financial Planner (Oklahoma City, OK)

Oklahoma City, Oklahoma, United States · On-site

$84k–$111k/yr

Mid level

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 in…

Skills: Financial Planning Analysis, Investment Management, Tax Analysis, Estate Planning, Risk Management

Edelman Financial Engines logoEdelman Financial Engines

Client Service Associate

Alexandria, Virginia, United States · On-site

$50k–$65k/yr

Mid level

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 in…

Skills: Customer Service, Financial Planning, Account Administration, Critical Thinking, Attention To Detail

Edelman Financial Engines logoEdelman Financial Engines

Client Service Associate

Wichita, Kansas, United States · On-site

$50k–$60k/yr

Mid level

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 in…

Skills: Customer Service, Financial Planning, Account Administration, Critical Thinking, Attention To Detail

Edelman Financial Engines logoEdelman Financial Engines

Senior Financial Planner (New Client Development)

Remote OK

$250k–$325k/yr

Senior

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 in…

Skills: Financial Planning, Client Relationship Management, Needs-Based Discovery, Wealth Management, Financial Sales

Edelman Financial Engines logoEdelman Financial Engines

Sr. QA Engineer (Bangalore, India)

Bengaluru, Karnataka, India · On-site

Senior

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 in…

Skills: QA Automation, RESTful API Testing, Java, Spring, AWS

Edelman Financial Engines logoEdelman Financial Engines

Financial Consultant - Client Growth & Retention (Phoenix, AZ Hybrid)

Phoenix, Arizona, United States · Hybrid

$85k–$98k/yr

Mid level

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 in…

Skills: Financial Planning, Consultative Sales, Client Retention, Investment Advice, Debt Management

Edelman Financial Engines logoEdelman Financial Engines

Client Service Associate

Kirkland, Washington, United States · On-site

$54k–$72k/yr

Mid level

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 in…

Skills: Customer Service, Financial Planning, Account Administration, Critical Thinking, Attention To Detail

Edelman Financial Engines logoEdelman Financial Engines

Client Service Associate

St. Louis, Missouri, United States · On-site

$54k–$65k/yr

Mid level

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 in…

Skills: Customer Service, Financial Planning, Account Administration, Critical Thinking, Attention To Detail

Edelman Financial Engines logoEdelman Financial Engines

Client Service Associate

Salt Lake City, Utah, United States · On-site

$54k–$65k/yr

Mid level

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 in…

Skills: Customer Service, Financial Planning, Account Administration, Critical Thinking, Attention To Detail

Edelman Financial Engines logoEdelman Financial Engines

Director, Financial Planning

Fairfax, Virginia, United States · On-site

$125k–$350k/yr

Senior

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 in…

Skills: Financial Planning, Asset Management, Client Relationship Management, Wealth Management, Financial Analysis

Edelman Financial Engines logoEdelman Financial Engines

Region Manager

Fairfax, Virginia, United States · On-site

$99k–$132k/yr

Senior

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 in…

Skills: Leadership, Client Service Management, Financial Services, Staffing and Hiring, Performance Management

Edelman Financial Engines logoEdelman Financial Engines

Regional Director, Financial Planning (Southwestern/South Central United States)

United States · Remote OK

$379k–$447k/yr

Senior

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 in…

Skills: Financial Planning, Sales Management, Team Leadership, Performance Management, Client Acquisition

Edelman Financial Engines logoEdelman Financial Engines

Financial Consultant - Client Growth & Retention

United States · Remote OK

Mid level

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 in…

Skills: Financial Planning, Consultative Sales, Client Retention, Investment Advice, Debt Management

Edelman Financial Engines logoEdelman Financial Engines

Financial Consultant - Client Growth & Retention - Bilingual

United States · Remote OK

$85k–$98k/yr

Mid level

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 in…

Skills: Financial Planning, Investment Advice, Consultative Sales, Client Retention, Bilingual Communication

Edelman Financial Engines logoEdelman Financial Engines

Indirect Procurement Director

Boston, Massachusetts, United States · On-site

$150k–$174k/yr

Senior+

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 in…

Skills: Strategic Sourcing, Supplier Relationship Management, Contract Negotiation, Commercial Structuring, Procure-to-Pay

Edelman Financial Engines logoEdelman Financial Engines

Inbound Investment Advisor

United States · Remote OK

$51k–$68k/yr

Entry level

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 in…

Skills: Financial Planning, Investment Strategy, Customer Service, Consultative Selling, Account Management

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Showing 1–20 of 41

Edelman Financial Engines logo

Onboarding Specialist

Edelman Financial Engines

United States • On-site

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Mid level

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  • $70k–$93k/yr
  • Full-time
  • bachelor degree
  • Discretionary bonus, Health insurance, Dental insurance, Wellness plans, 401(k) contributions
  • Posted 3d ago
  • ~40 hrs/week

Responsibilities

The role involves coordinating client meetings, preparing account paperwork, and supervising account activity to ensure accuracy. The specialist will partner with Financial Planners to provide high-level customer service and maintain regulatory compliance.

Requirements

A bachelor's degree and two years of experience in a Registered Investment Advisor or Broker/Dealer environment are preferred. Candidates must possess a strong understanding of finance and investment markets along with excellent communication skills.

Full job description

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 them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
 
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

 

 

As a member on the Client Services team, you’ll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients.   
 
We are looking for someone with financial services experience to help us deliver outstanding service by building and encouraging the client relationship, as well as performing all related administrative functions. If you have outstanding client service and communication skills, with a good understanding of finance, this is the opportunity for you!   
 
Responsibilities:   
  • Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.  
  • Supervise client account activity, researching and resolving issues
  • Prepare and review all new account paperwork to ensure documents are complete and in good order
  • Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved
  • Document key client achievements and other relevant data into systems that will assist in future client interactions
  • Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy, the established corporate process, and regulatory procedures
  • Support the firm’s initiatives, assist with any company-wide projects and activities, and attend functions as needed
  • Participation in projects, task forces, councils, and product rollouts to ensure CSA voice is represented
 
Requirements:    
  • Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is 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
  • Able to adapt to changes in the work environment, handle challenging demands and work with frequent change, delays, or unexpected events.  
  • Position requires a high level of confidentiality

 

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is below. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Pay Range
$69,900—$93,300 USD
About Edelman Financial Engines 
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.  
 
For more information, please visit EdelmanFinancialEngines.com. 
 
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.  
 
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. 
 
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. 
 
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected]. 
 
1  The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.  
 
2 Edelman Financial Engines data, as of September 30, 2025

 

Related keywords

Financial ServicesRegistered Investment AdvisorBroker/DealerInvestment MarketsSecuritiesAccount FundingRolloversComplianceClient OnboardingFinancial PlanningAsset ManagementRegulatory Procedures

About Edelman Financial Engines

LinkedInVisit site

We believe everyone deserves to move their financial life forward.

Industry
Financial Services
Company size
1,001-5,000 employees
Founded
1987
Headquarters
Santa Clara, California
LinkedIn followers
40,588

For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 2024). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

Offices: 3315 Scott Blvd, 4th Floor, Santa Clara, California 95054, US · 4000 Legato Road, 9th Floor, Fairfax, VA 22033, US · 10950 Grandview Dr, 4th Floor, Overland Park, Kansas 66210, US · 28 State St, 21st Floor, Boston, Massachusetts 02109, US · 4742 N 24th St, Ste. 270, Phoenix, Arizona 85016, US

Investment ManagementRetirement PlanningFinancial PlanningTax Planning401(k)401(k) RolloversRoth IRAEstate PlanningInsurance GuidanceIRAs
View all jobs at Edelman Financial Engines

About Edelman Financial Engines

LinkedInVisit site

We believe everyone deserves to move their financial life forward.

Industry
Financial Services
Company size
1,001-5,000 employees
Founded
1987
Headquarters
Santa Clara, California
LinkedIn followers
40,588

For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 2024). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

Offices: 3315 Scott Blvd, 4th Floor, Santa Clara, California 95054, US · 4000 Legato Road, 9th Floor, Fairfax, VA 22033, US · 10950 Grandview Dr, 4th Floor, Overland Park, Kansas 66210, US · 28 State St, 21st Floor, Boston, Massachusetts 02109, US · 4742 N 24th St, Ste. 270, Phoenix, Arizona 85016, US

Investment ManagementRetirement PlanningFinancial PlanningTax Planning401(k)401(k) RolloversRoth IRAEstate PlanningInsurance GuidanceIRAs
View all jobs at Edelman Financial Engines

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