Edelman Financial Engines
1001 - 5000 employees
Founded 1987
💸 Finance
👥 B2C
🤝 B2B
💰 Private equity on 2021-04
Finance • B2C • 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.
Senior Financial Planner – New Client Development
🕒 July 27
🇺🇸 United States – Remote
💵 $100k / year
⏰ Full Time
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 0%
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Edelman Financial Engines
1001 - 5000 employees
Founded 1987
💸 Finance
👥 B2C
🤝 B2B
💰 Private equity on 2021-04
Finance • B2C • 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.
📋 Description
• Provide objective, fee-based advice • Focus on needs-based discovery process with prospective clients • Deliver a plan to help meet financial goals • Build long-term relationships based on respect and integrity
🎯 Requirements
• 7+ years’ experience in a direct client-facing role in a fee-based wealth management or financial advisory organization • Results driven approach with a consistent track record to form relationships • Desire for role with base salary • Must possess an active Series 65 or will be required to obtain it within the first three months of employment • A Clean U-4 • A Certified Financial Planner (CFP) or other certification is desired but not required
🏖️ Benefits
• health, dental and other wellness plans • 401(k) contributions • performance-based compensation
Apply NowSimilar Jobs
🕒 July 27
Senior Accountant managing financial reporting and technical accounting for accurate statements per U.S. GAAP. Collaborating cross-functionally to support complex transactions and strategic initiatives.
🕒 July 27
Bank Head of FP&A leading finance operations and building the finance team at Affirm as it grows. Managing budgeting, forecasting, and strategic financial planning for the new bank.
🇺🇸 United States – Remote
💵 $164k - $245k / year
💰 Post-IPO Equity on 2021-01
⏰ Full Time
🟠 Senior
🔴 Lead
💸 Financial Planning and Analysis (FP&A)
🦅 H1B Visa Sponsor
🕒 July 27
Accounting Manager overseeing month end close processes and compliance with GAAP at cloud solutions leader. Supporting CFO and maintaining financial accuracy in reporting with a focus on strategy and technology.
🕒 July 27
FP&A Analyst supporting Finance division at Flourish Research. Analyzing financial performance and driving operational improvements in clinical trials.
🇺🇸 United States – Remote
💵 $75k - $85k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
🕒 July 27
Property Portfolio Finance Manager overseeing financial reporting for multiple properties within Kasa's hospitality portfolio. Critical role in managing financial metrics and team collaboration for accurate reporting.
🇺🇸 United States – Remote
💵 $115k - $130k / year
💰 $40M Venture Round - Kasa Living on 2025-08
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
