Edelman Financial Engines Visa Sponsorship Jobs USA
Edelman Financial Engines is one of the largest independent financial planning and investment advisory firms in the United States, known for serving everyday investors rather than ultra-high-net-worth clients. The firm has a track record of sponsoring both work visas and permanent residency, making it a credible option for internationally educated finance and technology professionals.
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Get Access To All JobsFinancial Operations Manager (Fairfax, VA)
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 investment 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.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this manager role, we are seeking a candidate with proven experience in process management, financial controls, and data oversight to help advance the accounting workflows. If you are a detail-oriented person, this may be an opportunity for you!
Responsibilities:
Financial Operations & Controls:
- Support core accounting and financial operations activities across multiple processes, including (but not limited to) fee calculation and revenue-related workflows
- Ensure accuracy and consistency in the application of financial rules, schedules, and underlying assumptions
- Identify control gaps, design mitigating controls, and support ongoing audit and regulatory readiness efforts
Process Design and Documentation:
- Design, document, and maintain process narratives across financial operations and accounting
- Establish repeatable workflows, control checkpoints, and ownership clarity to improve consistency and scalability
- Partner with Accounting leadership to formalize processes that are currently undocumented or reliant on institutional knowledge
- Collaborate with IT and Operations to ensure data integrity and system alignment for accounting
- Lead mock billing runs and reconciliation processes to ensure audit readiness
Data Review & Validation:
- Review and validate financial and operational data received from internal systems and third-party partners
- Investigate and resolve data discrepancies, root cause issues, and process breakpoints
- Collaborate with IT, Operations, and Data teams to improve data integrity and system alignment
- Partner with compliance to ensure billing practices meet fiduciary and regulatory standards
Fee Calculation & Validation:
- Own the monthly and quarterly billing outcome for workplace 401(k) plans
- Ensure accurate application of fee schedules, rate tiers, and exclusions
- Validate inputs such as AUM, participant counts, and plan-level configurations
Reporting & Analysis:
- Generate billing summaries, variance reports, and revenue forecasts
- Support Finance and Client Service teams with billing-related inquiries and reporting needs
- Respond to internal stakeholder inquiries related to financial operations and process execution
Continuous Improvement:
- Identify opportunities to improve efficiency, automation, and scalability across accounting and financial operations
- Participate in cross-functional initiatives to modernize systems, improve documentation, and strengthen the control environment
- Contribute to the evolution of internal controls as business needs and platforms change
Requirements:
- Bachelor’s degree in Accounting, Finance, or related field
- 8+ years of experience in accounting, financial operations, or related function
- Experience in the RIA or retirement plan industry strongly preferred
- Strong understanding of internal controls, process design, and financial operations best practices
- Advanced Excel skills; experience with billing platforms (e.g., Orion, Black Diamond, or similar) a plus
- Detail-oriented with strong analytical and problem-solving skills
- Excellent communication and collaboration abilities
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $94,500 - $126,000. 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.
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), we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. 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 HRQ@EdelmanFinancialEngines.com.
Financial Operations Manager (Fairfax, VA)
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 investment 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.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this manager role, we are seeking a candidate with proven experience in process management, financial controls, and data oversight to help advance the accounting workflows. If you are a detail-oriented person, this may be an opportunity for you!
Responsibilities:
Financial Operations & Controls:
- Support core accounting and financial operations activities across multiple processes, including (but not limited to) fee calculation and revenue-related workflows
- Ensure accuracy and consistency in the application of financial rules, schedules, and underlying assumptions
- Identify control gaps, design mitigating controls, and support ongoing audit and regulatory readiness efforts
Process Design and Documentation:
- Design, document, and maintain process narratives across financial operations and accounting
- Establish repeatable workflows, control checkpoints, and ownership clarity to improve consistency and scalability
- Partner with Accounting leadership to formalize processes that are currently undocumented or reliant on institutional knowledge
- Collaborate with IT and Operations to ensure data integrity and system alignment for accounting
- Lead mock billing runs and reconciliation processes to ensure audit readiness
Data Review & Validation:
- Review and validate financial and operational data received from internal systems and third-party partners
- Investigate and resolve data discrepancies, root cause issues, and process breakpoints
- Collaborate with IT, Operations, and Data teams to improve data integrity and system alignment
- Partner with compliance to ensure billing practices meet fiduciary and regulatory standards
Fee Calculation & Validation:
- Own the monthly and quarterly billing outcome for workplace 401(k) plans
- Ensure accurate application of fee schedules, rate tiers, and exclusions
- Validate inputs such as AUM, participant counts, and plan-level configurations
Reporting & Analysis:
- Generate billing summaries, variance reports, and revenue forecasts
- Support Finance and Client Service teams with billing-related inquiries and reporting needs
- Respond to internal stakeholder inquiries related to financial operations and process execution
Continuous Improvement:
- Identify opportunities to improve efficiency, automation, and scalability across accounting and financial operations
- Participate in cross-functional initiatives to modernize systems, improve documentation, and strengthen the control environment
- Contribute to the evolution of internal controls as business needs and platforms change
Requirements:
- Bachelor’s degree in Accounting, Finance, or related field
- 8+ years of experience in accounting, financial operations, or related function
- Experience in the RIA or retirement plan industry strongly preferred
- Strong understanding of internal controls, process design, and financial operations best practices
- Advanced Excel skills; experience with billing platforms (e.g., Orion, Black Diamond, or similar) a plus
- Detail-oriented with strong analytical and problem-solving skills
- Excellent communication and collaboration abilities
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $94,500 - $126,000. 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.
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), we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. 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 HRQ@EdelmanFinancialEngines.com.
Job Roles at Edelman Financial Engines
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Get Access To All JobsTips for Finding Edelman Financial Engines Visa Sponsorship Jobs USA
Target roles in financial planning and technology
Edelman Financial Engines sponsors across both its advisory and technology functions. Financial planners, analysts, and software engineers supporting its digital investment platform tend to be the strongest candidates for visa sponsorship consideration.
Prioritize Green Card sponsorship conversations early
Edelman has a strong track record of sponsoring permanent residency, not just temporary work visas. If long-term U.S. settlement is your goal, ask directly about Green Card sponsorship timelines during the offer negotiation stage.
Understand the firm's H-1B posture before applying
Edelman Financial Engines sponsors H-1B visas but does so selectively. Candidates with specialized finance or technology backgrounds, rather than generalist roles, are most likely to meet the specialty occupation threshold required for H-1B approval.
F-1 OPT holders should apply well before their authorization expires
Edelman sponsors F-1 OPT employees, making it accessible for recent graduates in finance or computer science. Start your job search several months before OPT expiration to allow time for onboarding and any STEM OPT extension or H-1B cap filing.
Canadian and Mexican nationals should flag TN eligibility
Edelman Financial Engines sponsors TN visas, which are faster and simpler than H-1B for qualifying Canadian and Mexican professionals in finance or technology. Make your TN eligibility clear in your application to streamline the sponsorship conversation.
Use Migrate Mate to find verified open roles at Edelman
Sponsorship willingness means little without an open role. Migrate Mate surfaces verified sponsors so you can filter by real sponsorship history and find current Edelman Financial Engines positions matched to your visa type and background.
Edelman Financial Engines jobs are hiring across the US. Find yours.
Find Edelman Financial Engines JobsFrequently Asked Questions
Does Edelman Financial Engines sponsor H-1B visas?
Yes, Edelman Financial Engines sponsors H-1B visas, though it does so selectively rather than at high volume. Sponsorship tends to go to candidates in specialized roles, particularly in financial planning, investment analysis, and technology functions supporting the firm's digital advisory platform. If you're pursuing an H-1B at Edelman, a clearly specialized skill set will strengthen your case considerably.
What visa types does Edelman Financial Engines sponsor?
Edelman Financial Engines sponsors H-1B work visas, Green Cards through the EB-2 and EB-3 employment-based preference categories, F-1 OPT for recent graduates, and TN visas for qualifying Canadian and Mexican professionals. The firm's Green Card sponsorship activity is notably strong, making it attractive for candidates seeking a long-term path to permanent U.S. residency alongside their initial work authorization.
Which departments or roles at Edelman Financial Engines are most likely to receive visa sponsorship?
Sponsorship at Edelman Financial Engines is most commonly associated with roles in financial planning, investment advisory, data analysis, and software engineering. The firm's technology team, which supports its digital investment platform, and its core advisory functions are where sponsored roles most frequently appear. Generalist or administrative roles are less likely to meet the specialty occupation standard required for H-1B sponsorship.
How do I find currently open sponsored roles at Edelman Financial Engines?
Migrate Mate is the most reliable way to find open positions at Edelman Financial Engines filtered by visa sponsorship history. Rather than guessing which postings come with sponsorship support, Migrate Mate verifies employer sponsorship track records so you can apply with confidence. Search by visa type and industry to surface roles that match both your background and your immigration situation.
How do I approach the application process at Edelman Financial Engines as a visa-sponsored candidate?
Lead with your technical qualifications in financial planning, investment management, or technology before raising visa sponsorship. Edelman is an established firm with an HR infrastructure experienced in immigration matters, so sponsorship is not an unusual conversation. If you're an F-1 OPT holder or TN-eligible, flagging that early simplifies the process. For H-1B or Green Card pathways, be prepared to discuss your specialization clearly and concisely during interviews.
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