Edelman Financial Engines, LLC Jobs Hiring Now
Edelman Financial Engines, LLC is hiring for 31 open roles on Migrate Mate as of August 31, 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 August 31, 2026.
- Open jobs
- 31
- Top team
- Business Operations
- Seniority
- Across all levels
- Work type
- 35% remote or hybrid
- Top location
- Remote
- Salary range
- $45,000–$350,000
Listed salaries for Edelman Financial Engines, LLC roles on Migrate Mate range from about $45,000 to $350,000 per year across 31 open roles, as of August 31, 2026.
Open Roles at Edelman Financial Engines, LLC
Showing 25 of 31+ Edelman Financial Engines, LLC jobs
Client Service Associate - Shared Support Team
We won't show you this job again
Added 2d ago
Edelman Financial Engines, LLC
Client Service Associate - Shared Support Team
Bellevue, Washington
Added 2d ago
Associate Financial Planner (Silver Spring, MD)
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Added 2d ago
Edelman Financial Engines, LLC
Associate Financial Planner (Silver Spring, MD)
Silver Spring, Maryland
Added 2d ago
Associate Financial Planner
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Added 2d ago
Edelman Financial Engines, LLC
Associate Financial Planner
Cincinnati, Ohio
Added 2d ago
Onboarding Specialist
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Added 3d ago
Edelman Financial Engines, LLC
Onboarding Specialist
Remote
Added 3d ago
Associate Financial Planner
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Added 5d ago
Edelman Financial Engines, LLC
Associate Financial Planner
Raleigh, North Carolina
Added 5d ago
Senior Manager, Financial Planning & Analysis
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Added 2w ago
Edelman Financial Engines, LLC
Senior Manager, Financial Planning & Analysis
Boston, Massachusetts
Added 2w ago
Associate Financial Planner
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Added 2w ago
Edelman Financial Engines, LLC
Associate Financial Planner
Englewood, Colorado
Added 2w ago
Client Service Administrative Assistant
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Added 3w ago
Edelman Financial Engines, LLC
Client Service Administrative Assistant
Fairfax, Virginia
Added 3w ago
Institutional Client Marketing Associate
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Added 1mo ago
Edelman Financial Engines, LLC
Institutional Client Marketing Associate
Boston, Massachusetts
Added 1mo ago
Client Service Associate
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Added 1mo ago
Edelman Financial Engines, LLC
Client Service Associate
Bellevue, Washington
Added 1mo ago
Executive Client Service Associate
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Added 1mo ago
Edelman Financial Engines, LLC
Executive Client Service Associate
Fairfax, Virginia
Added 1mo ago
Client Service Associate
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Added 1mo ago
Edelman Financial Engines, LLC
Client Service Associate
St. Louis, Missouri
Added 1mo ago
Client Service Associate
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Added 1mo ago
Edelman Financial Engines, LLC
Client Service Associate
Salt Lake City, Utah
Added 1mo ago
Inbound Investment Advisor
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Added 2mo ago
Edelman Financial Engines, LLC
Inbound Investment Advisor
Phoenix, Arizona
Added 2mo ago
Creative Director, Copy (Remote)
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Added 2mo ago
Edelman Financial Engines, LLC
Creative Director, Copy (Remote)
Remote
Added 2mo ago
Senior Financial Planner (New Client Development)
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Added 2mo ago
Edelman Financial Engines, LLC
Senior Financial Planner (New Client Development)
Remote
Added 2mo ago
Director, Financial Planning
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Added 2mo ago
Edelman Financial Engines, LLC
Director, Financial Planning
Farmington, Connecticut
Added 2mo ago
Regional Client Services Manager
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Added 2mo ago
Edelman Financial Engines, LLC
Regional Client Services Manager
Fairfax, Virginia
Added 2mo ago
Director, Financial Planning
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Added 2mo ago
Edelman Financial Engines, LLC
Director, Financial Planning
Portland, Oregon
Added 2mo ago
Financial Consultant - Client Growth & Retention (Phoenix, AZ Hybrid)
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Added 2mo ago
Edelman Financial Engines, LLC
Financial Consultant - Client Growth & Retention (Phoenix, AZ Hybrid)
Phoenix, Arizona
Added 2mo ago
Client Service Associate
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Added 2mo ago
Edelman Financial Engines, LLC
Client Service Associate
Melbourne, Florida
Added 2mo ago
Client Service Associate
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Added 2mo ago
Edelman Financial Engines, LLC
Client Service Associate
Kirkland, Washington
Added 2mo ago
Bilingual Investment Advisor
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Added 2mo ago
Edelman Financial Engines, LLC
Bilingual Investment Advisor
Remote
Added 2mo ago
Financial Consultant - Client Growth & Retention - Bilingual
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Added 2mo ago
Edelman Financial Engines, LLC
Financial Consultant - Client Growth & Retention - Bilingual
Remote
Added 2mo ago
Director, Financial Planning
We won't show you this job again
Added 2mo ago
Edelman Financial Engines, LLC
Director, Financial Planning
Fairfax, Virginia
Added 2mo ago
Added 2d ago
Client Service Associate - Shared Support Team
Edelman Financial Engines, LLC·Bellevue, Washington
Job functions:
$54k - $72k/yr
Bachelor's degree
501-1,000 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 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
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, LLC
Client Service Associate - Shared Support Team
Bellevue, Washington
Added 2d ago501-1,000 employees
Job functions:
$54k - $72k/yr
Bachelor's degree
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
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 Operations5 jobs
Account Management5 jobs
Business Strategy5 jobs
Administrative & Office Support2 jobs
Customer Service2 jobs
Business Analysis1 jobs
Brand & Social Media1 jobs
Compliance & Legal1 jobs
Program Management1 jobs
Sales1 jobs
Working at Edelman Financial Engines, LLC
Edelman Financial Engines, LLC's 31 open roles are across all levels, and about 35% 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 Fairfax and Boston.
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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 31 open roles on Migrate Mate as of August 31, 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 35% of Edelman Financial Engines, LLC's open roles on Migrate Mate are remote or hybrid as of August 31, 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 $45,000 to $350,000 per year as of August 31, 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 August 31, 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 Remote, with some in Fairfax and Boston, and about 35% offer remote or hybrid work as of August 31, 2026. Migrate Mate shows the location on each listing.