Edelman Financial Engines Careers

Edelman Financial Engines Careers

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Client & Relationship Management

Financial Consultant - Client Growth & Retention

2 Locations
Outbound Investment Advisor

2 Locations

Corporate Support

Associate Financial Planner

Burlington, Massachusetts
Client Service Associate

Novi, Michigan
Client Service Associate

Atlanta, Georgia
Client Service Associate

Oklahoma City, Oklahoma
Client Service Associate

Uniondale, New York
Client Service Associate

Columbus, Ohio
Client Service Associate

Roseville, California
Client Service Associate (Providence, RI)

Providence, Rhode Island
Client Service Associate, Shared Support Team

Las Vegas, Nevada
Senior Manager, Tax Advisory and Planning

United States Remote, Nationwide

Financial Advisory

Director, Financial Planning - Atlanta, GA

Atlanta, Georgia
Director, Financial Planning - Boston, MA

Boston, Massachusetts
Director, Financial Planning - Denver, CO

3 Locations
Director, Financial Planning - Detroit, MI

7 Locations
Director, Financial Planning - Indianapolis, IN

Indianapolis, Indiana
Director, Financial Planning - New York/New Jersey/Connecticut

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

2 Locations
Director, Financial Planning - Salt Lake City, UT

Salt Lake City, Utah
Director, Financial Planning - San Francisco - Danville/Walnut Creek

2 Locations
Director, Financial Planning - Seattle, WA

Federal Way, Washington
Director, Financial Planning - St. Louis, MO

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

Bethesda, Maryland
Inbound Investment Advisor

2 Locations
New Client Development Sales Support Associate

United States Remote, Nationwide
Senior Financial Planner (New Client Development)

United States Remote, Nationwide
Senior Manager, New Client Development, Wealth Planning

United States Remote, Nationwide
Sr. Inside Sales Associate (Phoenix, AZ)

Phoenix, Arizona
Sr. Manager, Advisor Center

2 Locations
Team Leader, Financial Advisor Engagement Center

2 Locations

Investment Management

Associate Investment Analyst (Santa Clara, CA Hybrid)

Santa Clara, California
Associate Portfolio Manager (Santa Clara, CA, Hybrid)

Santa Clara, California
Team Leader, Financial Advisor Engagement Center

2 Locations

Marketing & Communications

Creative Director, Copy (Remote)

United States Remote, Nationwide
Designer

United States Remote, Nationwide
Director, Consumer PR & External Communications

United States Remote, Nationwide
Director, Print Production & Strategy (Remote)

United States Remote, Nationwide
Lifecycle Marketing Manager

United States Remote, Nationwide
Senior Director, Corporate Communications and PR

United States Remote, Nationwide
Social Media Associate

United States Remote, Nationwide
Sr. Communications Manager (Boston, MA or Remote)

2 Locations

Technology

Azure Entra ID Engineer

Bangalore, Karnataka
Staff Software Engineer - Full Stack

Bangalore, Karnataka
Staff Software Engineer - Full Stack

Bangalore, Karnataka

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¹ Awarded each September, based on prior 12-month data through June 30. The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

² Employee data as of December 31, 2025.

³ Client data as of September 30, 2025.

⁴ Asset data as of September 30, 2025.

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© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.