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Join talented people,
committed to moving forward together.
Service Mindset
In an industry often focused on compound interest, we strive to make a compound impact – by providing purpose-driven work that benefits millions.
Pioneering Spirit
We empower our employees to spark change in our industry by inviting them to speak up, challenge convention and carve a path that’s unique to them.
Local Feel, National Scale
Our many offices reflect and engage with their local communities while leveraging a powerful network to serve clients across the country.
Committed Team
We value and respect every employee as an individual because we believe moving our industry forward starts with a dedication to supporting one another.
Dedicated to diversity, equity and inclusion.
We are fiercely committed to fostering a diverse, equitable and inclusive environment where all perspectives are heard and valued and every colleague and client feels they can be true to themselves, ultimately leading to a sense of pride and belonging.
Inclusive
We ensure everyone has an active role.
Intentional
We take intentional steps and choose action.
Accountable
We embed accountability into our systems so we can measure our progress.
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Black Employees Advancing Career Opportunities and Networking, BEACON, aims to increase diversity, address disparities and instill equality as a core value through educational opportunities, networking, cultural events and social gatherings.
The Financial Planning Chapter, BEACON Planners, partners with the Financial Planning Leadership and Management Team to ensure that the Financial Planning organization has the right level of support, experiences fairness and equity in opportunity, and creates a culture of awareness.
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Women in Leadership, WIL, engages in awareness initiatives and provides leadership-focused educational programs that support the development and advancement of women as leaders at Edelman Financial Engines.
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Women Planners in Leadership, WPL, attracts, educates, inspires and empowers the current and next generation of female planners to succeed and flourish in their careers with Edelman Financial Engines.
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Our Asian ERG creates the platforms, community and tools for our Asian colleagues to more effectively advocate for and develop themselves and others.
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ENhancing ABilities And LEveraging Differences (ENABLED) ERG provides a safe and inclusive space for people with disabilities, people caring for those with disabilities, and all others who support our mission. By sharing resources, offering educational opportunities, and creating community, we raise awareness of visible and non-visible disabilities, work towards eliminating the stigma attached to disabilities, and support EFE’s journey in accessibility.
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Out & Allies ERG is a fun and inclusive ERG specifically geared towards supporting colleagues identifying as LGBTQ+, allies or anyone simply sharing an active interest and support of the community.
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Valor ERG provides a community for veterans, their families and other allies to continue our service to our community and those with whom we served.
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United for Latinos (UNIDOS) supports Hispanic and Latinos at EFE, increasing engagement within the community through client innovation and hiring initiatives.
We are an equal opportunity employer.
In accordance with applicable law, we prohibit discrimination against any applicant or employee based on any legally recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity or gender expression, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status, or any other status protected by federal, state or local law. Our commitment to equal opportunity employment applies to all persons involved in our operations and prohibits unlawful discrimination by any employee, including supervisors and co-workers.
Reasonable accommodations may be made to enable employees with disabilities to perform essential functions of a job, and for candidates with disabilities to have an equitable opportunity to demonstrate their aptitude for a job. If you need a reasonable accommodation, please send an email to [email protected] or talk to a member of the Edelman Financial Engines Talent Acquisition Team.
Benefit highlights
Our total well-being program features personalized offerings for improving and maintaining physical, nutritional, emotional, financial, social and intellectual behaviors.
Our total well-being program features personalized offerings for improving and maintaining physical, nutritional, emotional, financial, social and intellectual behaviors.
Our rewards and recognition program empowers employees to recognize and reward each other for embodying our core values.
Our rewards and recognition program empowers employees to recognize and reward each other for outstanding teamwork.
Through our matching gift program, we help employee contributions to charitable causes go further by matching donations dollar for dollar, up to $200.
Health Care Insurance
We offer comprehensive group medical insurance to all of our employees in India, including coverage for their spouse and two dependent children (up to 25 years of age).
Time Away
To keep employees refreshed and ready to bring their best to the workplace, we offer several forms of leave, including paid time off, holidays, parental/bonding leave, up to 16 hours of volunteer leave, and a four-week paid sabbatical after completion of the fifth year of service.
Retirement Benefits Planning
We match employee contributions of INR 1800 per month as part of the Employees Provident Fund (EPF) retirement benefit plan. This is governed by Employees' Provident Fund Organisation (EPFO), India - Ministry of Labour & Employment, Government of India.
Medical Coverage
We offer two medical plans through Meritain Health that utilize the Aetna Choice POS II network for in-network savings and an exclusive plan through Kaiser Permanente for California employees. These options include an HDHP with a Health Savings Account that can be used to pay for qualified out-of-pocket medical expenses with pretax dollars.
Paid Time Off
To keep employees refreshed and ready to bring their best to the workplace, we offer PTO plans that include vacation, personal leave and a minimum of 12 days of sick time. Annual benefits are earned (accrued) on a pay period basis as follows:
- 0-4 years = 25 days (2.08 days per month)
- 5+ years = 30 days (2.5 days per month)
Dental and Vision
With two dental plan options through MetLife, and vision coverage provided through VSP, Edelman Financial Engines employees are able to choose the coverage that best suits their needs.
Tuition Reimbursement
We support our employees’ education goals by offering up to INR 40,000 per calendar year reimbursement on approved educational expenses.
401(k) Matching
Our 401(k) plan through Alight Solutions allows active and eligible employees to participate immediately, deferring pretax or Roth after-tax contributions. The company match is dollar for dollar up to 4% of eligible earnings.
Care Coordination
MyQHealth Care Coordinators are available to provide our employees with personalized navigation and support for all benefits and care-related questions, before, during and after any health event.
Financial Planning
We offer discounted financial planning to all Edelman Financial Engines employees and their households to help them move their own financial lives forward.
Additional Benefits
We also offer a number of other helpful resources and services, including an employee assistance program, pet insurance, commuter benefits and tuition reimbursement.
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Locations
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Boston
Our office in the City of Champions takes teamwork to the next level. Here, our professionals work side by side to make sure everyone has access to the knowledge and resources they need to save for retirement with confidence.
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Fairfax
Near the capital of our nation sits one of our founding offices, where some of our most seasoned colleagues draft the policies and plans that unite our whole organization.
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Kansas City
Our employees straddling the Kansas-Missouri border may be divided by areas of expertise, but they’re firmly united by a common passion for action, results and after-work happy hours.
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Phoenix
Rising to our cause like the mythical beast itself, the Phoenix crew utilizes our high-tech Engagement Center to serve as direct links to client-facing financial planners, guiding them through daily challenges with aplomb.
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Santa Clara
The specialists at our Silicon Valley office are an especially inventive bunch. They pride themselves on developing leading-edge ideas with precision and grace under pressure, applying the best of tech to our cause.
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India
Our specialized team in Bangalore, India, is passionate about ensuring our organization can make financial planning more accessible for everyone.
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