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.

Salary Distribution 2 of 3 jobs

Benefits Overview 2 of 3 jobs

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

Open Positions

Regional Director, Financial Planning

$379,000–$447,000/yr
US

  • 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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Sr. Provider Manager

$107,200–$143,000/yr
US

  • 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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