Finance Jobs at Edelman Financial Engines with Visa Sponsorship
Edelman Financial Engines hires Finance professionals across wealth management, financial planning, and investment operations. The company has a consistent record of sponsoring work visas for qualified Finance candidates, supporting both initial status and long-term immigration pathways for roles that require specialized financial expertise.
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Get Access To All JobsAssociate Financial Planner (Remote or Boca Raton, FL)
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.
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
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $83,500 to $111,300. 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 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.
LI-REMOTE
Associate Financial Planner (Remote or Boca Raton, FL)
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.
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
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $83,500 to $111,300. 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 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.
LI-REMOTE
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Get Access To All JobsTips for Finding Finance Jobs at Edelman Financial Engines Jobs
Frame your CFA or CFP credentials strategically
Edelman Financial Engines places weight on professional certifications for Finance roles. If you hold a CFA, CFP, or Series 65 license, lead with it in your resume and cover letter, since these credentials signal readiness for client-facing wealth management work.
Target financial planning roles over back-office functions
Client-facing financial planner and advisor positions at Edelman Financial Engines have a stronger sponsorship history than operational support roles. Focus your applications on positions where your degree field directly matches the specialty occupation requirement USCIS applies to H-1B petitions.
Use Migrate Mate to identify open Finance roles
Browse Finance positions at Edelman Financial Engines filtered by visa sponsorship type on Migrate Mate. This saves time by surfacing only roles where the company has an active sponsorship track record, so you can prioritize applications accordingly.
Clarify the employer's LCA timeline before your OPT expires
The Department of Labor must certify a Labor Condition Application before USCIS can process your H-1B petition. If your OPT end date is approaching, raise the LCA filing timeline directly with the recruiter or HR contact during the offer stage.
Understand how EB-2 and EB-3 PERM affects long-term planning
Edelman Financial Engines has sponsored both EB-2 and EB-3 Green Card categories for Finance professionals. Ask during negotiations whether the company initiates PERM for your role level, since the PERM process through DOL can take a year or more before petition filing.
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Find Finance at Edelman Financial Engines JobsFrequently Asked Questions
Does Edelman Financial Engines sponsor H-1B visas for Finance roles?
Yes, Edelman Financial Engines sponsors H-1B visas for Finance positions. Roles in financial planning, investment analysis, and wealth management that require a relevant bachelor's degree or higher typically qualify as specialty occupations under USCIS criteria. Your degree field should align directly with the job duties to support a strong H-1B petition.
How do I apply for Finance jobs at Edelman Financial Engines?
Apply through Edelman Financial Engines' careers portal or find open Finance positions filtered by visa sponsorship type on Migrate Mate. Tailor your resume to highlight relevant credentials such as a CFA, CFP, or Series 65. During the interview process, be direct about your visa status and timeline so the recruiting team can coordinate with their immigration counsel early.
Which visa types does Edelman Financial Engines commonly use for Finance professionals?
Edelman Financial Engines has sponsored H-1B, TN, F-1 OPT, and employment-based Green Card categories including EB-2 and EB-3 for Finance roles. H-1B is the most common path for long-term employment. TN is available to Canadian and Mexican nationals in qualifying finance occupations. F-1 OPT and STEM OPT can bridge the gap for recent graduates before H-1B sponsorship begins.
What qualifications does Edelman Financial Engines expect for sponsored Finance roles?
Finance roles at Edelman Financial Engines typically require a bachelor's degree or higher in finance, economics, accounting, or a closely related field. Client-facing positions often expect professional certifications such as the CFP or CFA. Relevant experience in financial planning, investment management, or wealth advisory strengthens your candidacy and reinforces the specialty occupation basis for H-1B petitions.
How do I time my application given H-1B cap deadlines and OPT expiration?
H-1B cap registrations open each March for an October 1 start date. If your OPT expires before October 1 and you're selected in the lottery, a cap-gap provision covers your status in the interim. Start conversations with Edelman Financial Engines' recruiting team well before the March window so your employer has time to engage immigration counsel and prepare the petition.
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