Edelman Financial Engines

Offers personal financial planning and investment advisory services.

edelmanfinancialengines.comFinancial Services, Wealth Management1,600 employeesUS
PrivateFounded 1986Private Equity (2021)Financial planningInvestment managementRetirement planningWealth managementAsset management
Showing 62 matching jobs
Title
Client Service Associate
Full Time · $54K-$71K · 2+ YOE
Kirkland, Washington, United States · Onsite
Director, Practice Management Strategy and Enablement
Full Time · $133K-$177K · 10+ YOE
United States · Remote
Associate Investment Analyst
Full Time · $112K-$150K · 2+ YOE
Santa Clara, California, United States · Hybrid
Associate Financial Planner (Remote)
Full Time · $84K-$111K · 1+ YOE
United States · Remote
Associate Financial Planner (Oak Brook, IL)
Full Time · $84K-$111K · 2+ YOE
Oak Brook, Illinois, United States · Onsite
Associate Financial Planner (Silver Spring, MD)
Full Time · $84K-$111K · 2+ YOE
Silver Spring or United States Remote · Hybrid
Associate Financial Planner (Remote)
Full Time · $84K-$111K · 3+ YOE
United States or Miami · Remote
Associate Financial Planner (Remote)
Full Time · $84K-$111K · 1+ YOE
Fairfax or North America · Hybrid
Associate Financial Planner (Oklahoma City, OK)
Full Time · $84K-$111K · 1+ YOE
Oklahoma City, Oklahoma, United States · Onsite
Associate Financial Planner (Staten Island, NY)
Full Time · $84K-$111K · 1+ YOE
Staten Island, New York, United States · Onsite
Associate Financial Planner (Danville, CA)
Full Time · $84K-$111K · 1+ YOE
Danville, California, United States · Onsite
Associate Financial Planner (Remote)
Full Time · $84K-$111K · 1+ YOE
Boca Raton or Remote · Hybrid
Associate Financial Planner (Ashburn, VA)
Full Time · $84K-$111K · 3+ YOE
Ashburn, Virginia, United States · Onsite
Associate Financial Planner (Remote)
Full Time · $84K-$111K · 2+ YOE
Fairfax or United States · Hybrid
Associate Financial Planner (Fairfax, VA)
Full Time · $84K-$111K · 3+ YOE
Fairfax, Virginia, United States · Onsite
Client Service Associate
Full Time · $50K-$65K · 2+ YOE
Towson, Maryland, United States · Onsite
Business Development Consultant, Planner Growth
Full Time · $107K-$150K · 3+ YOE
United States · Remote
Senior Service Desk Technician (Boston, MA)
Full Time · $49K-$65K · 6+ YOE
Boston, Massachusetts, United States · Hybrid
Client Service Associate, Shared Support Team
Full Time · $60K-$75K · 2+ YOE
Bethesda or Silver Spring or Tysons Corner · Hybrid
Director, Consultant Relations (Remote, Nationwide)
Full Time · 10+ YOE
United States · Remote
Outbound Investment Advisor - Bilingual
Full Time · $85K-$98K
United States · Remote
Client Service Associate
Full Time · $50K-$65K · 2+ YOE
Amherst, New York, United States · Hybrid
Client Service Associate
Full Time · $50K-$65K · 2+ YOE
Melbourne, Florida, United States · Onsite
Client Service Associate, Shared Support Team
Full Time · $60K-$75K · 2+ YOE
Walnut Creek, California, United States · Hybrid
Chief Compliance Officer
Full Time · $227K-$303K · 15+ YOE
Boston or Overland Park or Fairfax or United States Remote · Hybrid

About Edelman Financial Engines

Activities
Financial planningInvestment managementRetirement planningWealth managementAsset management
HeadquartersUS
Industries
Financial ServicesWealth Management
NameEdelman Financial Engines
Employees1,600
TypePrivate
Parent CompanyHellman & Friedman
Subsidiaries
Financial Engines Advisors L.L.C.Viridian AdvisorsSmart InvestorHasenberg Financial GroupCahill Wealth Management
TaglineOffers personal financial planning and investment advisory services.
Founded1,986
Websiteedelmanfinancialengines.com
Latest Funding RoundPrivate Equity
Latest Funding Year2,021
Latest Funding Amount2,820,000,000
Latest Investors
Hellman & FriedmanWarburg Pincus