Edelman Financial Engines, LLC Jobs Hiring Now
Edelman Financial Engines, LLC is hiring for 34 open roles on Migrate Mate as of July 15, 2026, concentrated in business operations and account management, with listed salaries up to about $447,000. 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 July 15, 2026.
- Open jobs
- 34
- Top team
- Business Operations
- Seniority
- Mid to senior level
- Work type
- 44% remote or hybrid
- Top location
- Remote
- Salary range
- $49,000–$447,000
Listed salaries for Edelman Financial Engines, LLC roles on Migrate Mate range from about $49,000 to $447,000 per year across 34 open roles, as of July 15, 2026.
Open Roles at Edelman Financial Engines, LLC
Showing 25 of 34+ Edelman Financial Engines, LLC jobs
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.
- 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
- 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 $54,000- $65,000. 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.
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.
- 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
- 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 $54,000- $65,000. 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.
Job Roles at Edelman Financial Engines, LLC
Working at Edelman Financial Engines, LLC
Edelman Financial Engines, LLC's 34 open roles are mid to senior level, and about 44% 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 Remote, with some in Phoenix and Boston.
Explore more roles by function
Browse thousands of live openings across engineering, sales, product, and more, and apply in just a few clicks.
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 34 open roles on Migrate Mate as of July 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 mid to senior level.
Are Edelman Financial Engines, LLC jobs remote or in-person?
A mix of remote and on-site. About 44% of Edelman Financial Engines, LLC's open roles on Migrate Mate are remote or hybrid as of July 15, 2026, with the rest based in Remote. 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 $447,000 per year as of July 15, 2026, with most postings at mid to senior level. 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 mid to senior level as of July 15, 2026. Entry-level openings are limited. 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 Remote, with some in Phoenix and Boston, and about 44% offer remote or hybrid work as of July 15, 2026. Migrate Mate shows the location on each listing.