Edelman Financial Engines, LLC Jobs Hiring Now
Edelman Financial Engines, LLC is hiring for 43 open roles on Migrate Mate as of October 15, 2026, concentrated in business operations and account management, with listed salaries up to about $350,000. Migrate Mate updates Edelman Financial Engines, LLC's live openings daily. Edelman Financial Engines is a registered investment advisory and financial planning firm serving individual investors across the United States.
Find Edelman Financial Engines, LLC JobsOverview
Edelman Financial Engines, LLC hiring data on Migrate Mate, as of October 15, 2026.
- Open jobs
- 43
- Top team
- Business Operations
- Seniority
- Across all levels
- Work type
- 47% remote or hybrid
- Top location
- Boston
- Salary range
- $49,000–$350,000
Listed salaries for Edelman Financial Engines, LLC roles on Migrate Mate range from about $49,000 to $350,000 per year across 43 open roles, as of October 15, 2026.
Open Roles at Edelman Financial Engines, LLC
Showing 25 of 43+ Edelman Financial Engines, LLC jobs
Associate Financial Planner
We won't show you this job again
Added 1d ago
Edelman Financial Engines
Associate Financial Planner
Las Vegas, Nevada
Added 1d ago
Associate Financial Planner
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Added 1d ago
Edelman Financial Engines
Associate Financial Planner
Seal Beach, California
Added 1d ago
Product Marketing Associate
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Added 6d ago
Edelman Financial Engines
Product Marketing Associate
Boston, Massachusetts
Added 6d ago
Sr Manager, Advisor Center
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Added 1w ago
Edelman Financial Engines
Sr Manager, Advisor Center
Phoenix, Arizona
Added 1w ago
Staff Accountant
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Added 1w ago
Edelman Financial Engines
Staff Accountant
Fairfax, Virginia
Added 1w ago
Client Service Associate
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Added 2w ago
Edelman Financial Engines
Client Service Associate
Houston, Texas
Added 2w ago
Client Service Associate
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Added 2w ago
Edelman Financial Engines
Client Service Associate
Phoenix, Arizona
Added 2w ago
Client Service Associate
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Added 2w ago
Edelman Financial Engines
Client Service Associate
Walnut Creek, California
Added 2w ago
Emerging Investor, Financial Planner (Nationwide)
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Added 3w ago
Edelman Financial Engines, LLC
Emerging Investor, Financial Planner (Nationwide)
Remote
Added 3w ago
Senior Manager, Financial Planning & Analysis and Investor Relations
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Added 3w ago
Edelman Financial Engines, LLC
Senior Manager, Financial Planning & Analysis and Investor Relations
Boston, Massachusetts
Added 3w ago
Inbound Investment Advisor (Hybrid)
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Added 1mo ago
Edelman Financial Engines, LLC
Inbound Investment Advisor (Hybrid)
Phoenix, Arizona
Added 1mo ago
Sr. Manager, Tax Advisory & Planning
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Added 1mo ago
Edelman Financial Engines, LLC
Sr. Manager, Tax Advisory & Planning
Remote
Added 1mo ago
Director of AI Experience Design
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Added 1mo ago
Edelman Financial Engines, LLC
Director of AI Experience Design
Boston, Massachusetts
Added 1mo ago
AI COE - Strategic Partnerships & Execution
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Added 1mo ago
Edelman Financial Engines, LLC
AI COE - Strategic Partnerships & Execution
Santa Clara, California
Added 1mo ago
Client Service Associate
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Added 1mo ago
Edelman Financial Engines, LLC
Client Service Associate
Troy, Michigan
Added 1mo ago
Lifecycle Marketing Specialist
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Added 1mo ago
Edelman Financial Engines, LLC
Lifecycle Marketing Specialist
Boston, Massachusetts
Added 1mo ago
Lifecycle Marketing Manager
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Added 1mo ago
Edelman Financial Engines, LLC
Lifecycle Marketing Manager
Boston, Massachusetts
Added 1mo ago
Financial Analyst
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Added 1mo ago
Edelman Financial Engines, LLC
Financial Analyst
Boston, Massachusetts
Added 1mo ago
Client Service Associate - Shared Support Team
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Added 1mo ago
Edelman Financial Engines, LLC
Client Service Associate - Shared Support Team
Bellevue, Washington
Added 1mo ago
Associate Financial Planner (Silver Spring, MD)
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Added 1mo ago
Edelman Financial Engines, LLC
Associate Financial Planner (Silver Spring, MD)
Silver Spring, Maryland
Added 1mo ago
Associate Financial Planner
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Added 1mo ago
Edelman Financial Engines, LLC
Associate Financial Planner
Cincinnati, Ohio
Added 1mo ago
Associate Financial Planner
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Added 2mo ago
Edelman Financial Engines, LLC
Associate Financial Planner
Englewood, Colorado
Added 2mo ago
Institutional Client Marketing Associate
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Added 2mo ago
Edelman Financial Engines, LLC
Institutional Client Marketing Associate
Boston, Massachusetts
Added 2mo ago
Client Service Associate
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Added 3mo ago
Edelman Financial Engines, LLC
Client Service Associate
Salt Lake City, Utah
Added 3mo ago
Inbound Investment Advisor
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Added 3mo ago
Edelman Financial Engines, LLC
Inbound Investment Advisor
Phoenix, Arizona
Added 3mo ago
Added 1d ago
Associate Financial Planner
Edelman Financial Engines·Las Vegas, Nevada
Job functions:
$84k - $111k/yr
Bachelor's degree in finance
1,001-5,000 employees
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 an Associate Financial Planner, you'll serve to assist Financial Planners in ensuring client happiness while following all regulatory issues.
Responsibilities:
- Performs financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk management needs analysis
- Prepares presentations, research, and supporting materials for client meetings and reviews
- Conducts assessments of clients and prospects' evolving financial planning needs through proactively taking initiative to uncover new financial planning opportunities
- Provides reports including minimum distributions, performance, billing, insurance policies, and tax consequences
- Calculates required minimum distributions, income needs, tax consequences, and contributions/withdrawals
- Provides high-level contact with clients crafted to maintain and improve the client relationship
- Maintains a proven understanding of the industry, products, and trends
Requirements:
- Minimum 1-3 years of financial services industry experience required, specifically in a broker/dealer or registered investment advisor environment
- FINRA Series 65 Required
- Bachelor's degree in business or finance; or equivalent proven experience
- Certified Financial Planner designation preferred
- Financial Services & insurance sales experience preferred
- Good understanding of finance and investment markets/securities
- Attention to detail, ability to coordinate work, and follow-up skills are crucial to the successful performance of position responsibilities
- Ability to prioritize and address multiple projects and meet deadlines is crucial
- Strong interpersonal, verbal, and written communication skills
- Detailed knowledge of MS Outlook, Word, and Excel is a must
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 efetalentacquisition@edelmanfinancialengines.com.
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
Edelman Financial Engines
Associate Financial Planner
Las Vegas, Nevada
Added 1d ago1,001-5,000 employees
Job functions:
$84k - $111k/yr
Bachelor's degree in finance
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 an Associate Financial Planner, you'll serve to assist Financial Planners in ensuring client happiness while following all regulatory issues.
Responsibilities:
- Performs financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk management needs analysis
- Prepares presentations, research, and supporting materials for client meetings and reviews
- Conducts assessments of clients and prospects' evolving financial planning needs through proactively taking initiative to uncover new financial planning opportunities
- Provides reports including minimum distributions, performance, billing, insurance policies, and tax consequences
- Calculates required minimum distributions, income needs, tax consequences, and contributions/withdrawals
- Provides high-level contact with clients crafted to maintain and improve the client relationship
- Maintains a proven understanding of the industry, products, and trends
Requirements:
- Minimum 1-3 years of financial services industry experience required, specifically in a broker/dealer or registered investment advisor environment
- FINRA Series 65 Required
- Bachelor's degree in business or finance; or equivalent proven experience
- Certified Financial Planner designation preferred
- Financial Services & insurance sales experience preferred
- Good understanding of finance and investment markets/securities
- Attention to detail, ability to coordinate work, and follow-up skills are crucial to the successful performance of position responsibilities
- Ability to prioritize and address multiple projects and meet deadlines is crucial
- Strong interpersonal, verbal, and written communication skills
- Detailed knowledge of MS Outlook, Word, and Excel is a must
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 efetalentacquisition@edelmanfinancialengines.com.
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
Job Roles at Edelman Financial Engines, LLC
Business Operations7 jobs
Account Management7 jobs
Business Strategy6 jobs
Business Development3 jobs
Customer Service2 jobs
Finance2 jobs
Business Analyst2 jobs
Administrative & Office Support2 jobs
Growth Marketing2 jobs
Customer Service & Support2 jobs
Working at Edelman Financial Engines, LLC
Edelman Financial Engines, LLC's 43 open roles are across all levels, and about 47% are remote or hybrid. The most active teams are business operations, account management, and business strategy. Edelman Financial Engines provides personal financial planning and investment management services to individual clients, with roles spanning financial planning, portfolio management, client service, and technology support. Most Edelman Financial Engines, LLC roles are based in Boston, with some in Remote and Phoenix.
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Browse jobs by roleEdelman Financial Engines, LLC Jobs: Frequently Asked Questions
How many jobs is Edelman Financial Engines, LLC hiring for right now?
Edelman Financial Engines, LLC is hiring for 43 open roles on Migrate Mate as of October 15, 2026, updated daily, concentrated in business operations and account management. Open positions include financial planning, client service, portfolio management, and technology support roles across remote, hybrid, and in-office arrangements.
What kinds of roles does Edelman Financial Engines, LLC hire for?
The most active teams are business operations, account management, and business strategy. Edelman Financial Engines posts roles in financial planning, investment advising, client service, procurement, and IT support. Positions range from associate-level planners and client service coordinators to senior planners, portfolio managers, and regional directors. Most postings are across all levels.
Are Edelman Financial Engines, LLC jobs remote or in-person?
A mix of remote and on-site. About 47% of Edelman Financial Engines, LLC's open roles on Migrate Mate are remote or hybrid as of October 15, 2026, with the rest based in Boston. Each Edelman Financial Engines, LLC listing shows its work location so you can filter before applying.
How do I apply to a job at Edelman Financial Engines, LLC?
Find a role that matches your background among Edelman Financial Engines, LLC's open listings on Migrate Mate, then follow the listing through to Edelman Financial Engines' own careers page to submit your application. Edelman Financial Engines manages its own hiring process directly, including interviews and offers.
What do Edelman Financial Engines, LLC jobs pay?
Listed salaries for Edelman Financial Engines, LLC roles on Migrate Mate range from about $49,000 to $350,000 per year as of October 15, 2026, with most postings at across all levels. Exact pay is set by Edelman Financial Engines, LLC and shown on each listing.
Does Edelman Financial Engines, LLC hire entry-level?
Most of Edelman Financial Engines, LLC's open roles on Migrate Mate are across all levels as of October 15, 2026. Check individual Edelman Financial Engines, LLC listings for stated experience requirements.
Where is Edelman Financial Engines, LLC hiring?
Most Edelman Financial Engines, LLC roles are based in Boston, with some in Remote and Phoenix, and about 47% offer remote or hybrid work as of October 15, 2026. Migrate Mate shows the location on each listing.