United States · Remote OK
$133k–$177k/yr
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: Practice Management, Strategic Planning, Sales Coaching, Client Relationship Management, Change Management
United States · Remote OK
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
Portland, Oregon, United States · On-site
$125k–$350k/yr
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, Financial Analysis, Wealth Management
New York, New York, United States · On-site
$125k–$350k/yr
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
Farmington, Connecticut, United States · On-site
$125k–$350k/yr
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
El Segundo, California, United States · On-site
$125k–$350k/yr
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, Financial Analysis, Wealth Management
Dallas, Texas, United States · On-site
$125k–$350k/yr
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, Financial Analysis, Wealth Management
Conshohocken, Pennsylvania, United States · On-site
$125k–$350k/yr
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
Houston, Texas, United States · On-site
$54k–$65k/yr
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
Omaha, Nebraska, United States · On-site
$54k–$65k/yr
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
Mandeville, Louisiana, United States · On-site
$54k–$65k/yr
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
Indianapolis, Indiana, United States · On-site
$50k–$65k/yr
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
Melbourne, Florida, United States · On-site
$50k–$65k/yr
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
United States · Remote OK
$55k–$70k/yr
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, Bilingual Spanish, Customer Service, Consultative Selling
Danville, California, United States · On-site
$84k–$111k/yr
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 Planning, Estate Planning, Risk Management
United States · Remote OK
Job Title (Location) 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…
Skills: Financial Planning, Investment Advice, Client Relationship Management, Strategic Planning, Financial Analysis
Houston, Texas, United States · Hybrid
$54k–$65k/yr
Client Service Associate 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 aspirat…
Skills: Customer Service, Financial Planning, Account Administration, Critical Thinking, Attention To Detail
Dallas, Texas, United States · Hybrid
$54k–$65k/yr
Client Service Associate 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 aspirat…
Skills: Customer Service, Financial Planning, Account Administration, Risk Awareness, Compliance
Dallas, Texas, United States · On-site
$125k–$350k/yr
Director, Financial Planning (Dallas, TX) 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…
Skills: Financial Planning, Client Relationship Management, Wealth Management, Investment Strategies, Financial Analysis
Farmington, Connecticut, United States · On-site
$125k–$350k/yr
Director, Financial Planning (Farmington, CT) 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 …
Skills: Financial Planning, Asset Management, Client Relationship Management, Financial Analysis, Wealth Management
United States • Remote OK
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Drive the development and implementation of practice management strategies to help financial planners optimize workflows and elevate client experiences. Lead organizational change efforts and collaborate with cross-functional teams to align tools and systems with firm objectives.
Requires a Bachelor's degree and at least 10 years of experience in financial services, including 5+ years of coaching sales professionals. Strong analytical skills and the ability to travel 25-50% are essential, with a CFP certification preferred.
The Director, Practice Management, Strategy and Enablement plays a critical role in supporting financial planners as they build and lead successful practices. This role provides mentorship, resources, and tools to optimize planner workflows, elevate client experiences, and advance the strategic evolution of Practice Management across Edelman Financial Engines.
This position also drives transformational leadership in client experience, supporting and enhancing client relationship management strategies across planners, Client Service Associates, and the Engagement Center—leveraging firm-wide capabilities to improve consistency, scale, and impact.
Responsibilities:
Requirements:
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $133,000 - $177,400. 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.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
We believe everyone deserves to move their financial life forward.
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
We believe everyone deserves to move their financial life forward.
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
