
1001 - 5000 employees
Founded 1987
πΈ Finance
π₯ B2C
π€ B2B
π° Private equity on 2021-04
Finance β’ B2C β’ B2B
Edelman Financial Engines is an independent, fiduciary wealth management and financial planning firm that provides comprehensive advice and investment management for individuals and employers. The company offers holistic services including financial planning, retirement planning, investment management (using data-driven models and personalized portfolios), tax and estate planning, insurance guidance, and employer workplace retirement solutions. As of December 31, 2025, Edelman Financial Engines reported about 1. 24 million clients, $326 billion in client assets under management, and roughly 146 locations, and emphasizes transparent fees and fiduciary guidance.
π₯ 0 minutes ago
Senior Financial Planner focusing on needs-based advice and helping clients achieve financial goals. Building long-term relationships based on respect and integrity in a remote setting.
πΊπΈ United States β Remote
π΅ $100k / year
π° Private equity on 2021-04
β° Full Time
π Senior
πΈ Financial Planning and Analysis (FP&A)
π₯ 0 minutes ago
Lead team of financial planners to drive client acquisition and retention at Edelman Financial Engines. Collaborate across the organization to enhance client experience and support planner success.
πΊπΈ United States β Remote
π΅ $379k - $447k / year
π° Private equity on 2021-04
β° Full Time
π΄ Lead
πΈ Financial Planning and Analysis (FP&A)
π₯ 0 minutes ago
Investment Advisor delivering financial strategies to clients at Edelman Financial Engines. Collaborating with clients to identify their financial needs and achieve their personal financial goals.
πΊπΈ United States β Remote
π΅ $50.7k - $67.6k / year
π° Private equity on 2021-04
β° Full Time
π‘ Mid-level
π Senior
πΈ Financial Planning and Analysis (FP&A)
π₯ 0 minutes ago
Outbound Investment Advisor delivering financial strategies to help clients achieve their goals. Collaborating with clients through a consultative sales approach at Edelman Financial Engines.
πΊπΈ United States β Remote
π΅ $85k - $97.6k / year
π° Private equity on 2021-04
β° Full Time
π‘ Mid-level
π Senior
πΈ Financial Planning and Analysis (FP&A)
π£οΈπͺπΈ Spanish Required
π₯ 0 minutes ago
Outbound Investment Advisor role at Edelman Financial Engines guiding clients through financial strategies and solutions for achieving their goals. Engaging clients over phone and executing marketing campaigns.
πΊπΈ United States β Remote
π΅ $85k - $97.6k / year
π° Private equity on 2021-04
β° Full Time
π‘ Mid-level
π Senior
πΈ Financial Planning and Analysis (FP&A)
π₯ 0 minutes ago
Director managing and enabling financial planners at Edelman Financial Engines. Overseeing practice management strategy, mentorship, and improved client relationship outcomes.
πΊπΈ United States β Remote
π΅ $133k - $177.4k / year
π° Private equity on 2021-04
β° Full Time
π΄ Lead
π§ Strategy
π₯ 0 minutes ago
Senior Financial Advisor providing fee-based financial advice to clients. A fiduciary role focused on helping clients achieve their financial goals at Edelman Financial Engines.
πΊπΈ United States β Remote
π° Private equity on 2021-04
β° Full Time
π΄ Lead
πΈ Financial Planning and Analysis (FP&A)
π₯ 0 minutes ago
Investment Advisor providing bilingual financial guidance to clients at Edelman Financial Engines. Focused on enhancing client happiness and achieving performance targets within the Engagement Center team.
πΊπΈ United States β Remote
π΅ $54.7k - $69.6k / year
π° Private equity on 2021-04
β° Full Time
π‘ Mid-level
π Senior
πΈ Financial Planning and Analysis (FP&A)
π£οΈπͺπΈ Spanish Required