Edelman Financial Engines Careers

Edelman Financial Engines Careers

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Showing only Financial Advisory, Santa Clara. View All

Bilingual Inbound Investment Advisor

United States Remote, Nationwide
Director, Financial Planning (Fresno, CA)

Fresno, California
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 - NATIONWIDE

Nationwide USA, Nationwide
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 - Washington D.C or Baltimore, MD

Bethesda, Maryland
Emerging Investor Financial Planner

United States Remote, Nationwide
Emerging Investor, Relationship Planner

United States Remote, Nationwide
Inbound Investment Advisor

United States Remote, Nationwide
Inside Sales Associate (Remote, Nationwide)

2 Locations
New Client Development Sales Support Associate

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

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

United States Remote, Nationwide
Sr. Manager, Advisor Center

2 Locations
Team Leader, Financial Advisor Engagement Center

2 Locations

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Edelman Financial Engines Careers

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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.