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Jobs at Edelman Financial Engines, LLC
23 open roles read nightly from companies’ own hiring pages. Each one links to the original ad.
1–20 of 23 jobs
Talent Specialist
3 days agoEdelman Financial Engines, LLC · Boston, Massachusetts, United States
Mid levelPeople & HRThe Talent Specialist will play an important role in supporting EFE's talent management and learning and development programs. This role will help coordinate and execute key enterprise talent processes, including performance management, goal setting, talent assessment, and…
Edelman Financial Engines, LLC · Atlanta, Georgia, United States +1
Director$125K – $350K a yearFinanceServe the client's best interests, providing outstanding financial advice and guidance.; Build trusted, long-term relationships with clients who have already engaged with the firm and are seeking ongoing planning and advice.; Effectively evaluate client situations and analyze…
Design Associate
9 days agoEdelman Financial Engines, LLC · United States
RemoteEntry level$86.6K – $115.5K a yearDesignDesign and produce creative assets across brand campaigns, digital, social, print, and other channels.; Collaborate with art directors, copywriters, and senior designers to bring creative concepts to life through thoughtful, well-crafted design.; Apply and contribute to EFE's…
Associate Financial Planner
3 weeks agoEdelman Financial Engines, LLC · Seal Beach, California, United States
Entry level$91.9K – $122.4K a yearFinancePerforms financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk management needs analysis; Prepares presentations, research, and supporting materials for client meetings and reviews;…
Associate Financial Planner
3 weeks agoEdelman Financial Engines, LLC · Omaha, Nebraska, United States
Entry level$83.5K – $111.3K a yearFinancePerforms financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk management needs analysis; Prepares presentations, research, and supporting materials for client meetings and reviews;…
Edelman Financial Engines, LLC · United States
RemoteDirector$175K – $200K a yearOperationsServe as the primary client-facing estate planning resource, partnering with financial planners to deliver education and strategy consultations on estate and wealth transfer, transfer tax mitigation, incapacity, business succession and philanthropic planning; Resolve planner…
Edelman Financial Engines, LLC · United States
RemoteSenior$80K – $97.5K a yearFinanceEffectively evaluate client life cycle stage(s) and identify financial goals; present appropriate solutions, products, services, and investment actions that best meet client needs; Demonstrate expertise and knowledge of EFE and industry products and services; educate client on…
Edelman Financial Engines, LLC · United States
RemoteManager$167K – $175K a yearFinanceWork directly with clients and planners to help consult and advise on tax implications, liabilities, and strategies as they relate to a client’s financial plan; Communicate effectively and responsively to client enquiries from clients, planners, partners and leadership; Keep…
Director of AI Experience Design
8 weeks agoEdelman Financial Engines, LLC · Kansas City, Missouri, United States +4
Director$154.2K – $205.6K a yearDesignAI Integration & Design; Define and champion experience principles for AI-powered products, tools, and workflows across the organization.; Design conversational, multimodal, and agent-assisted experiences that support natural and intuitive user interactions.; Create user…
Lifecycle Marketing Specialist
2 months agoEdelman Financial Engines, LLC · United States
RemoteMid level$64.8K – $86.4K a yearMarketingDevelop responsive, ADA-compliant emails using HTML and CSS, with a focus on modular and scalable design; Build personalization and dynamic content using basic AMPscript; Test emails across devices and clients using tools such as Litmus or Email on Acid; Configure and execute…
Financial Consultant - Client Growth & Retention
2 months agoEdelman Financial Engines, LLC · United States
Remote$85K – $97.6K a yearMarketingEngages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets.; Actively engages the client in…
Associate Financial Planner
2 months agoEdelman Financial Engines, LLC · Englewood, Colorado, United States
Entry level$83.3K – $111.3K a yearFinanceAt Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
You Can Submit a General Application Here
2 months agoEdelman Financial Engines, LLC · In The, United States
RemoteAt Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
Institutional Client Marketing Associate
3 months agoEdelman Financial Engines, LLC · Boston, Massachusetts, United States
RemoteEntry level$64.3K – $85.8K a yearMarketingOwn strategy, preparation, and content creation for Sales Enablement: Partner with the Sales team to create compelling pitch decks, one-pagers, and tailored collateral to reinforce EFE’s market leadership, mission, and value proposition.; Create bespoke storylines that engage,…
Client Service Associate
4 months agoEdelman Financial Engines, LLC · Salt Lake City, Utah, United States
Entry level$65K – $75K a yearCustomer success & supportCoordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperwork.; Supervise client account activity, researching and resolving issues; Prepare and review all new account paperwork to ensure documents are…
Inbound Investment Advisor
4 months agoEdelman Financial Engines, LLC · United States
Remote$50.7K – $67.6K a yearFinanceConduct business with the goal of achieving/exceeding performance targets for engagement center metrics: opportunity generation, client enrollment, client retention, and customer survey scores; Take inbound calls and review financial goals to uncover needs and opportunities;…
Sr. Provider Manager (Remote or Boston, MA)
4 months agoEdelman Financial Engines, LLC · Boston, Massachusetts, United States
RemoteSenior$107.2K – $143K a yearIdentify and anticipate client and provider requirements to ensure satisfaction with service delivery; serve as a strong advocate for client and provider needs within Edelman Financial Engines (EFE).; Maintain a clear understanding of organizational priorities and effectively…
Edelman Financial Engines, LLC · United States
RemoteSenior$250K – $325K a yearFinanceAt Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
Regional Client Services Manager
4 months agoEdelman Financial Engines, LLC · Fairfax, Virginia, United States
Senior$99K – $132K a yearCustomer success & supportMentor, coach and lead Client Service Teams; managing the day-to-day branch office operations and oversight of the overall client service experience.; Partner with the Regional Director and maintain high-quality standards and client service throughout the region; Effective…
Edelman Financial Engines, LLC · Phoenix, Arizona, United States
Hybrid$61.6K – $82.1K a yearMarketingEngages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets.; Actively engages the client in…
Updated 06 Nov 2026 09:37 UTC from the OptiTalent job library.