Edelman Financial Engines is an independent wealth-planning and workplace investment advisory firm that serves more than 1.3 million clients nationwide. The firm combines sophisticated investment-modeling technology with personalized financial advice to help individuals and families build, grow, protect, and preserve wealth. Its core services include investment management, retirement and tax planning, and comprehensive estate and insurance guidance. By offering integrated solutions for employees—from first paycheck to retirement—Edelman Financial Engines delivers high-tech, high-touch support that empowers clients to take confident control of their financial futures. The company’s mission-driven culture and fiduciary commitment set it apart in an industry that often prioritizes product sales over client advocacy.
Open Positions
Outbound Investment Advisor
Bachelor's degree req. Series 65/66 license. Consultative sales experience & excellent communication.
Bilingual Inbound Investment Advisor
Bachelor’s degree or equivalent experience. Bilingual in Spanish & fluent in English. Strong customer service and analytical skills. Series 65/66 license or willingness to obtain
Sr. Software Engineer - Fullstack
3-5 years Software dev experience, strong React/Javascript skills, GraphQL knowledge, familiarity w/ AWS, & a Bachelor's degree
Azure Entra ID Engineer
6+ years experience with Microsoft identity. AAD experience is necessary. Strong communication and problem-solving skills are needed
Client Service Associate (Providence, RI)
2+ years experience (ideally RAs/BAs), Bachelor's degree preferred. Strong finance and client service skills are essential
Director, Financial Planning (St. Louis)
Bachelor's degree required, Series 65 required, and potentially a Health/Life Insurance license, depending on employment status. Certified Financial Planner (CFP) certification desired
Director, Financial Planning (New York/New Jersey/Connecticut)
Fee-based wealth management experience is needed, as is a consistent track record. Candidates should be driven, result-oriented, and possess a strong sales skillset
Senior Financial Planner (New Client Development)
7+ years of experience in a direct client-facing role and a Clean U-4
Director, Financial Planning (San Francisco - Danville/Walnut Creek)
Fee-based wealth management or planning experience, a results-driven approach, and a desire for base salary/performance incentives are essential. Series 65 & health/life insurance are required
Client Service Associate
2+ years of experience in finance (RA/Broker/Dealer). Bachelor’s degree preferred. Good understanding of finance & client service skills required
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