Edelman Financial Engines

Inbound Investment Advisor

Edelman Financial Engines · Full Time · 19 days ago

Edelman Financial Engines

🌎 United States ⭐ 2-5 yrs exp 💼 Finance

The role involves guiding clients with financial advice and investment strategies to help them achieve their long-term goals. The advisor focuses on building respectful, long-term relationships based on a deep understanding of each client's personal needs.

APPLY

Director, Practice Management Strategy and Enablement

Edelman Financial Engines · Full Time · 20 days ago

Edelman Financial Engines

🌎 United States 💵 $133K - $177K per year ⭐ 10+ yrs exp 💼 Others

Lead the development and implementation of practice management strategies to help financial planners optimize workflows and elevate client experiences. Drive organizational change and create scalable frameworks to improve consistency and operational efficiency across wealth planning teams.

APPLY

Regional Director, Financial Planning (Southwestern/South Central United States)

Edelman Financial Engines · Full Time · 2 months ago

Edelman Financial Engines

🌎 United States 💵 $379K - $447K per year ⭐ 5-10 yrs exp 💼 Finance

Lead and mentor a territory of approximately 30 financial planners to drive client acquisition, retention, and asset growth. Partner across the organization to enhance client experience while ensuring adherence to corporate policies and risk management.

APPLY

Sr. Retirement Plan Administrator (Providence, RI or Remote)

Edelman Financial Engines · Full Time · 2 months ago

Edelman Financial Engines

🌎 United States 💵 $70300 - $93700 per year ⭐ 10+ yrs exp 💼 Software Development

Lead compliance testing and regulatory reporting for 401(k) and 403(b) plans, including the preparation of Form 5500. Provide consulting support to clients and mentor junior team members on complex operational and compliance issues.

APPLY

Associate Financial Planner (Remote)

Edelman Financial Engines · Full Time · 3 months ago

Edelman Financial Engines

🌎 United States 💵 $83500 - $111K per year ⭐ 2-5 yrs exp 💼 Finance

The Associate Financial Planner assists Financial Planners by performing comprehensive financial planning analyses, including retirement, investment, and tax strategies. They also prepare client meeting materials and maintain high-level contact to improve and sustain client relationships.

APPLY

Associate Financial Planner (Remote)

Edelman Financial Engines · Full Time · 3 months ago

Edelman Financial Engines

🌎 United States 💵 $83500 - $111K per year ⭐ 2-5 yrs exp 💼 Finance

The Associate Financial Planner assists Financial Planners by performing comprehensive financial planning analyses, including retirement, estate, and tax planning. They also prepare client meeting materials, conduct financial assessments, and maintain high-level contact to improve client relationships.

APPLY

Business Development Consultant, Planner Growth

Edelman Financial Engines · Full Time · 3 months ago

Edelman Financial Engines

🌎 United States 💵 $106K - $150K per year ⭐ 5-10 yrs exp 💼 Sales

The Business Development Consultant is responsible for attracting and recruiting top financial planning talent to the firm. This role involves building a robust candidate pipeline, articulating the company's value proposition, and managing relationships with industry professionals.

APPLY

Outbound Investment Advisor - Bilingual

Edelman Financial Engines · Full Time · 3 months ago

Edelman Financial Engines

🌎 United States 💵 $85000 - $97600 per year ⭐ 2-5 yrs exp 💼 Finance

Engage clients through outbound calls and marketing campaigns to provide personalized financial planning advice and investment solutions. Build long-term client relationships by identifying financial needs and educating clients on retirement and debt management strategies.

APPLY

Onboarding Specialist

Edelman Financial Engines · Full Time · 4 months ago

Edelman Financial Engines

🌎 United Kingdom 💵 $66000 - $93000 per year ⭐ 2-5 yrs exp 💼 Support

The Onboarding Specialist supports multiple Financial Planners by managing the onboarding of new clients, opening accounts, and processing incoming asset transfers, while ensuring high levels of planner satisfaction through expert operational support. This role involves accurately preparing paperwork, monitoring new accounts, coordinating with custodians, and resolving any issues related to transfers, rollovers, and ACATs.

APPLY

Outbound Investment Advisor

Edelman Financial Engines · Full Time · 5 months ago

Edelman Financial Engines

🌎 United States 💵 $59700 - $79600 per year ⭐ 2-5 yrs exp 💼 Finance

The Investment Advisor will engage clients through marketing campaigns, providing financial planning advice and building solutions to meet client needs. The role focuses on increasing client happiness, referrals, and asset retention through effective communication and relationship building.

customer-service call-center communication hiring client-relationship

APPLY

Bilingual Inbound Investment Advisor

Edelman Financial Engines · Full Time · 5 months ago

Edelman Financial Engines

🌎 United States 💵 $50700 - $67600 per year ⭐ 0-2 yrs exp 💼 Finance

As an Investment Advisor, you will provide outstanding financial advice and a personalized client experience to increase client happiness and retention. You will conduct goal-based conversations with clients to uncover their financial needs and provide consultative mentorship.

customer-service spanish english training hiring

APPLY

Financial Consultant - Client Growth & Retention

Edelman Financial Engines · Full Time · 5 months ago

Edelman Financial Engines

🌎 United States 💵 $70100 - $79600 per year ⭐ 2-5 yrs exp 💼 Finance

The Financial Consultant will engage clients through marketing campaigns and outreach programs, providing financial planning advice and solutions tailored to client needs. They will build relationships with clients, educate them on financial strategies, and work to increase client retention and asset growth.

customer-service call-center communication hiring client-relationship

APPLY