Edelman Financial Engines

3 open remote positions

Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The firm supports over 1.27 million clients across 140+ offices nationwide, managing over $324 billion in assets, and is grounded in CORE values of Client First, One Team, Respectful Candor, and Endless Curiosity.

Benefits Overview 2 of 3 jobs

401(k) (2) Dental (2) Discretionary bonus (1) Health (1) Medical (1) Wellness (1) Wellness plans (1)

Regional Director, Financial Planning

16 hours ago

Lead a territory of approximately 30 Planners to drive client acquisition, retention, and net new asset flows.
Mentor, develop, and support Planners to drive success throughout the sales funnel and expanded client value.
Partner across the organization to drive outstanding client experience while managing risk and adhering to policies.

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Financial Consultant - Client Growth & Retention

16 hours ago

Engage clients through marketing campaigns and outreach programs to reinforce company values and increase retention.
Initiate financial goal-based conversations to identify client needs and present appropriate financial solutions.
Educate clients on financial, investment, debt management, and retirement planning strategies.

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Sr. Provider Manager

16 hours ago

Serve as primary point of contact for sub-advised provider partners, managing day-to-day relationships and overseeing client initiatives.
Drive delivery of services and service enhancements for existing sponsor and provider relationships.
Lead provider service reviews and facilitate annual due diligence of processes and service offerings.

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Benefits Overview 2 of 3 jobs

Open Positions

Regional Director, Financial Planning

Financial Consultant - Client Growth & Retention

Sr. Provider Manager