Edelman Financial Engines

Sr. Manager, Advisor Center

Manager, Advisor Center

Bachelor’s degree preferred; 7+ years in financial services and contact center; 3+ years direct supervisory and investor advisor leadership; strong coaching; Series 65 or Series 7/66 licenses

Client Service Associate

2+ years of experience in financial services; strong finance/markets knowledge; excellent communication; high confidentiality.

Associate Portfolio Manager (Santa Clara, CA)

Associate Portfolio Manager

BA/BS with strong analytics; 5+ years in investment management; advanced Excel, SQL, Python; portfolio theory knowledge; strong communication.

Director, Financial Planning - Washington D.C or Baltimore, MD

Director, Financial Planning

Direct client-facing experience in fee-based wealth management; Series 65; Health and Life license or obtain within 3 months; CFP or similar preferred.

Director, Financial Planning - Boston, MA

Direct client-facing experience in fee-based wealth planning; Series 65; Health/Life licenses; CFP preferred; strong client relationship and advisory skills.

Creative Director, Copy (Remote)

Creative Director, Copy

10+ years in brand storytelling; 5+ years leading creative teams; strong portfolio across media; ability to turn strategy into story; familiarity with brand film, digital, and social.

Director, Financial Planning - Raleigh, NC or Charlotte, NC

Direct client-facing experience in fee-based wealth management or planning; Series 65; Health/Life license or willing to obtain; Clean U-4; CFP desired but not required

Client Service Associate (Providence, RI)

Two years of relevant experience (RIA or Broker/Dealer) preferred; strong financial knowledge and client service skills.

Director, Financial Planning (New York/New Jersey/Connecticut)

Direct client-facing experience in fee-based wealth management; Series 65; health and life license; CFP or similar certification preferred; base salary with performance-based earnings.

Azure Entra ID Engineer

6+ years in identity management; design, deployment, and support of on-premises and cloud identity platforms; strong communication and problem-solving skills.

Director, Financial Planning - NATIONWIDE

Direct client-facing experience in fee-based wealth management; proven ability to build client relationships; active Series 65; Health and Life Insurance license or ability to obtain within 3 months; clean U-4; CFP or comparable certification desired.

Senior Financial Planner (New Client Development)

Senior Financial Planner

7+ years’ experience in a direct client-facing role in a fee-based wealth management or financial advisory organization.

Title	Location	Date
Sr. Manager, Advisor Center Full Time · $81K-$108K · 7+ YOE Phoenix or United States · Hybrid	Phoenix or United States Hybrid	Jan 7, 2026
Client Service Associate Full Time · $50K-$65K · 2+ YOE Saint Louis, Missouri, United States · Onsite	Saint Louis, Missouri, United States Onsite	Dec 18, 2025
Associate Portfolio Manager (Santa Clara, CA) Full Time · $112K-$150K · 5+ YOE Santa Clara or California · Hybrid	Santa Clara or California Hybrid	Dec 8, 2025
Director, Financial Planning - Washington D.C or Baltimore, MD Full Time · $125K-$350K Bethesda or Baltimore · Onsite	Bethesda or Baltimore Onsite	Nov 13, 2025
Director, Financial Planning - Boston, MA Full Time · $125K-$350K Boston, Massachusetts, United States · Onsite	Boston, Massachusetts, United States Onsite	Nov 13, 2025
Creative Director, Copy (Remote) Full Time · $134K-$179K · 10+ YOE United States · Remote	United States Remote	Nov 5, 2025
Director, Financial Planning - Raleigh, NC or Charlotte, NC Full Time · $125K-$350K Raleigh or Charlotte · Onsite	Raleigh or Charlotte Onsite	Oct 13, 2025
Client Service Associate (Providence, RI) Full Time · $49K-$65K · 2+ YOE Providence, Rhode Island, United States · Onsite	Providence, Rhode Island, United States Onsite	Oct 9, 2025
Director, Financial Planning (New York/New Jersey/Connecticut) Full Time · $125K-$350K New York, New York, United States · Onsite	New York, New York, United States Onsite	Sep 29, 2025
Azure Entra ID Engineer Full Time · 6+ YOE Bangalore, Karnataka, India · Onsite	Bangalore, Karnataka, India Onsite	Sep 8, 2025
Director, Financial Planning - NATIONWIDE Full Time, Contract, Temporary, Part Time, Internship, Seasonal, Volunteer United States · Remote	United States Remote	May 20, 2025
Senior Financial Planner (New Client Development) Full Time · $82K-$110K · 7+ YOE United States · Remote	United States Remote	May 7, 2025

Activities	Financial planningInvestment managementRetirement planningWealth managementAsset management
Headquarters	US
Industries	Financial ServicesWealth Management
Name	Edelman Financial Engines
Employees	1,600
Type	Private
Parent Company	Hellman & Friedman
Subsidiaries	Financial Engines Advisors L.L.C.Viridian AdvisorsSmart InvestorHasenberg Financial GroupCahill Wealth Management
Tagline	Offers personal financial planning and investment advisory services.
Founded	1,986
Website	edelmanfinancialengines.com
Latest Funding Round	Private Equity
Latest Funding Year	2,021
Latest Funding Amount	2,820,000,000
Latest Investors	Hellman & FriedmanWarburg Pincus

Edelman Financial Engines

About Edelman Financial Engines