
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.
Selected: 🇺🇸 United States – Remote USA.
Selected: 🆕 Date Added.
🕒 September 2
Lifecycle Marketing Specialist building scalable email and multi-channel journeys for Edelman Financial Engines’ Wealth Planning business. Optimizing personalized financial marketing experiences through automation and testing.
🇺🇸 United States – Remote
💵 $64.8k - $86.4k / year
💰 Private equity on 2021-04
⏰ Full Time
🟡 Mid-level
🟠 Senior
🎡 Marketing
👻 Ghost score 0%
🕒 September 2
Lifecycle Marketing Manager driving personalized, multi-channel customer journeys for a financial planning and investment advice firm. Optimizing growth, conversion, retention, and referral outcomes through data-driven lifecycle programs.
🇺🇸 United States – Remote
💵 $84.2k - $112.3k / year
💰 Private equity on 2021-04
⏰ Full Time
🟡 Mid-level
🟠 Senior
🎡 Marketing
👻 Ghost score 0%
🕒 August 25
Product Marketing Associate shaping employee-focused marketing for Edelman Financial Engines’ financial advice and investment products. Translating audience insights into campaigns, messaging, and growth strategies.
🍂 Massachusetts – Remote
💵 $71.8k - $95.8k / year
💰 Private equity on 2021-04
⏰ Full Time
🟢 Junior
🟡 Mid-level
🎁 Product Marketing
👻 Ghost score 0%
🕒 August 25
Product Marketing Associate translating employee insights into marketing programs for Edelman Financial Engines’ financial planning and investment services. Driving advisor engagement, audience positioning, and Employee Planning growth.
🍂 Massachusetts – Remote
💵 $71.8k - $95.8k / year
💰 Private equity on 2021-04
⏰ Full Time
🟢 Junior
🟡 Mid-level
🎁 Product Marketing
👻 Ghost score 0%
🕒 August 25
Outbound Investment Advisor helping Edelman Financial Engines clients achieve financial goals. Engaging prospects, retaining clients, and presenting investment and retirement strategies.
🇺🇸 United States – Remote
💵 $85k - $97.6k / year
💰 Private equity on 2021-04
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 0%
🕒 August 13
Senior strategist advancing operating models and AI initiatives for Edelman Financial Engines, a financial planning and investment advisory firm. Connecting Technology, Product, and Investment Management teams to deliver wealth management solutions.
🇺🇸 United States – Remote
💵 $100k - $143.9k / year
💰 Private equity on 2021-04
⏰ Full Time
🟠 Senior
👻 Ghost score 4%
🕒 August 6
Senior Provider Manager managing retirement-plan provider relationships at Edelman Financial Engines, a financial planning and investment advice firm. Leading service delivery, client initiatives, projects, and due diligence reviews.
🍂 Massachusetts – Remote
💵 $107.2k - $143k / year
💰 Private equity on 2021-04
⏰ Full Time
🟠 Senior
👔 Manager
👻 Ghost score 8%
🕒 July 29
Marketing Associate managing content creation and Sales Enablement for institutional clients at Edelman Financial Engines. Fostering relationships with large employers through bespoke storytelling and engaging presentations.
🕒 July 27
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.
🇺🇸 United States – Remote
💵 $100k / year
💰 Private equity on 2021-04
⏰ Full Time
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 13%
🕒 July 27
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.
🇺🇸 United States – Remote
💵 $50.7k - $67.6k / year
💰 Private equity on 2021-04
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 13%
🕒 July 27
Outbound Investment Advisor delivering financial strategies to help clients achieve their goals. Collaborating with clients through a consultative sales approach at Edelman Financial Engines.
🇺🇸 United States – Remote
💵 $85k - $97.6k / year
💰 Private equity on 2021-04
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 13%
🗣️🇪🇸 Spanish Required
🕒 July 27
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.
🇺🇸 United States – Remote
💰 Private equity on 2021-04
⏰ Full Time
🔴 Lead
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 23%
🕒 July 27
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.
🇺🇸 United States – Remote
💵 $54.7k - $69.6k / year
💰 Private equity on 2021-04
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 13%
🗣️🇪🇸 Spanish Required