Edelman Financial Engines

Role Description As a [insert-job-title-here] on the [insert team name here] team, you’ll play a pivotal role by [insert high level job purpose]. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this [insert job title here] role, we are seeking a candidate with proven [one to two key qualities] to help advance [key initiative for business]. If you are a [list a few qualities], this may be an opportunity for you! Responsibilities - Responsibility 1 - Responsibility 2 - Responsibility 3 - Responsibility 4 - Responsibility 5 Qualifications - Qualification 1 - Qualification 2 - Qualification 3 - Qualification 4 - Qualification 5 Requirements - Years of experience - College education and/or equivalent experience - Certain licenses - Skills for certain tools - Other relevant requirements Benefits - Discretionary bonus - Health, dental and other wellness plans - 401(k) contributions Company Description Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. - Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) - Support more than 1.27 million clients across 140+ offices nationwide - Manage over $324 billion in assets - Unique approach combines advanced methodology and proprietary technology with dedicated personal financial planners For more information, please visit EdelmanFinancialEngines.com.

Role Description The Emerging Investor, Financial Planner (EIP) provides financial planning services, advice, and ongoing relationship management to prospects and clients based on their stage in the life cycle, and in alignment with achieving their financial goals. - Effectively 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 clients on financial planning principles, and articulate EFE value proposition relative to competition. - Secure the client’s business; enable clients to build a personal investment plan and take action(s) with confidence; follow-up to ensure all onboarding tasks are completed. - Accurately and efficiently open client accounts and establish fund transfer/management. - Engage existing clients to confirm existing strategy is optimum, and/or adjust plans to better position for success. - Maintain a highly efficient and productive approach to client management; manage interactions within set meeting time; use non-client time effectively for follow-up. - Perform comprehensive reviews, engaging existing clients to confirm existing strategy is optimum, and/or adjust plans to better position for success. - Coordinate effectively with EFE account support staff to ensure timely and accurate administration. Qualifications - 5 years financial services experience. - Strong emotional intelligence: ability to show empathy, care, and concern. - Ability to discuss complex and personal topics in a way that clients understand; effectively handles emotional conversations and deescalate when needed. - Series 65 or 66 license required; CFP or CRPC preferred. - 4-year college degree required; financial and/or business background preferred. - Completion/certifications in financial/life planning education preferred, for example Familiarity with Financial Peace University (or similar programs). Requirements - The expected base salary range for this role nationally is $73,600-$84,800. - This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus (~$10,000 per quarter), health, dental and other wellness plans, and 401(k) contributions. Benefits - Discretionary bonus (~$10,000 per quarter). - Health, dental and other wellness plans. - 401(k) contributions.

Role Description As a Sr. Inside Sales Associate on the Client Discovery team, you’ll play a pivotal role by engaging with prospective clients through a consultative needs-based dialogue that generates enthusiasm to meet with our industry-leading financial planners. Using an assigned book of leads generated by our marketing department and partners, you’ll provide a best-in-class experience that builds value in EFE’s Wealth Management services. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Sr. Inside Sales Associate role, we are seeking a candidate with excellent interpersonal and communication skills to help clearly articulate and personalize EFE’s differentiators to drive lead conversion. If you are goal-oriented, persuasive, confident, with a strong desire to be a top performer, and able to build strong prospective client relationships, this may be an opportunity for you! - Effectively engages prospects in exploratory dialogue to identify needs/wants and value expectations to support the achievement of prospects’ objectives. - Applies knowledge of EFE’s Financial Planning capabilities to promote products and services (retirement planning, investments, estate planning, insurance, and tax planning) to convey how EFE financial planners could potentially address their needs. - Accurately assess prospect’s needs and build a prospect profile to identify the right tier/treatment based on defined assignment criteria, while collecting and recording crucial client information for Planners. - Support marketing strategies to attract, convert, and retain new clients; provide insights/feedback to business partners on prospects’ desires, needs, and areas of concern. - Communicate effectively both verbally and in writing with Planners and other internal partners to share information about the prospect’s interaction. Qualifications - 5+ years in a sales-based contact center environment; experience in financial services is a plus. - Proven ability to drive strong results from an assigned book of leads. - Strong interpersonal/communication skills and experience using emotional intelligence. - Passionate about proactively seeking coaching & development opportunities. - Previous financial license or desire to obtain a license is a bonus. - Bachelor’s Degree preferred. Requirements - The expected total compensation range for this role nationally is $120,000 to $140,000. - Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. - This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Benefits Your recruiter can share more about the specific benefits eligible for this role during the hiring process. Company Description Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. - Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30). - Support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. - Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. - Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

Role Description As a Sr. Inside Sales Associate on the Client Discovery team, you’ll play a pivotal role by engaging with prospective clients through a consultative needs-based dialogue that generates enthusiasm to meet with our industry-leading financial planners. Using an assigned book of leads generated by our marketing department and partners, you’ll provide a best-in-class experience that builds value in EFE’s Wealth Management services. In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Sr. Inside Sales Associate role, we are seeking a candidate with excellent interpersonal and communication skills to help clearly articulate and personalize EFE’s differentiators to drive lead conversion. If you are goal-oriented, persuasive, confident, with a strong desire to be a top performer, and able to build strong prospective client relationships, this may be an opportunity for you! - Effectively engages prospects in exploratory dialogue to identify needs/wants and value expectations to support the achievement of prospects’ objectives. - Applies knowledge of EFE’s Financial Planning capabilities to promote products and services (retirement planning, investments, estate planning, insurance, and tax planning) to convey how EFE financial planners could potentially address their needs. - Accurately assess prospect’s needs and build a prospect profile to identify the right tier/treatment based on defined assignment criteria, while collecting and recording crucial client information for Planners. - Support marketing strategies to attract, convert, and retain new clients; provide insights/feedback to business partners on prospects’ desires, needs, and areas of concern. - Communicate effectively both verbally and in writing with Planners and other internal partners to share information about the prospect’s interaction. Qualifications - 5+ years in a sales-based contact center environment; experience in financial services is a plus. - Proven ability to drive strong results from an assigned book of leads. - Strong interpersonal/communication skills and experience using emotional intelligence. - Passionate about proactively seeking coaching & development opportunities. - Previous financial license or desire to obtain a license is a bonus. - Bachelor’s Degree preferred. Requirements - Edelman Financial Engines takes a market-based approach to pay. The expected total compensation range for this role nationally is $120,000 to $140,000. - Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. - This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Benefits Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

Role Description The Financial Analyst will report directly to the Financial Analysis Manager and will be responsible for the following: - Owning and managing OpEx budgets for business line partners, building, maintaining, and explaining the numbers while proactively identifying variances and cost drivers before they become surprises. - Building and maintaining driver-based forecasts for new client inflows, working with business partners to develop and pressure-test the assumptions that underpin those projections. - Building and maintaining dashboards and reporting in Power BI that give business partners real-time visibility into financial performance, proactively identifying manual or recurring workflows and replacing them with scalable, automated solutions. - Preparing materials for internal leadership and external stakeholders (lenders, PE owners, etc.) that translate complex financial data into clear, decision-ready insights. Qualifications - Bachelor’s degree in Finance, Accounting, or a related field; 1–3 years of FP&A, business finance, or financial analytics experience. - Demonstrated ability to work collaboratively across different functions and effectively influence senior business partners. - Strong analytical and financial modeling skills with the ability to work through ambiguity and structure problems independently. - Proficient in Excel, financial modeling, and preparing presentations. Requirements - Background in Financial Services, FinTech, or Wealth Management. - Demonstrated use of analytics or BI tools to build something better, faster, or more scalable than what existed, regardless of tool. - Hyperion or similar ERP/EPM planning tool experience (e.g., Anaplan, Adaptive Insights, IBM Planning Analytics). Benefits - The expected base salary range for this role nationally is $61,100 - $81,400. - Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. - This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Role Description The Regional Director, Financial Planning is a highly motivated professional with experience in building, managing and leading teams of financial planners. This individual will work closely with their team, coaching them and creating an environment that supports superior client experience, resulting in helping more clients achieve their financial and life goals. Interested individuals should possess superior knowledge of all products and strategies available to meet client needs. - Lead a territory of approximately 30 Planners who are in place to drive client acquisition, retention, and net new asset flows for the Wealth Planning Group. - Mentor, develop and support Planners to drive success throughout the sales funnel, expanded client value through our wealth services and lead their practices. - Drive priorities and areas of focus and provide timely and accurate feedback to Divisional Vice President and other senior management on Planner performance. - Create and enhance a high-engagement culture that supports success, morale, and performance of Planners within the assigned territory. - Partner effectively across the organization to help drive an outstanding client experience, while also managing risk and adhering to corporate policies and procedures. - Assist in the development/implementation of marketing and proactive lead-generation plans and the creation and delivery of training. - Partner with Planners to establish personal and professional goals to meet company goals. - Regular presentation of progress reports, reporting on key achievements and identifying sales obstacles. Qualifications - 5-10 years in financial services sales management covering a team across a distributed, multi-state territory. - 5+ years direct experience leading a workforce of 10+ individuals including responsibility for hiring, termination, and performance management. - Confirmed ability to lead and empower sales staff. - Deep understanding of financial services, comprehensive financial planning, and RIAs. - Demonstrated success in managing the client engagement process; incorporating metrics and feedback to improve results. - Experience with contact management systems, including system-created reports on prospect activity and pipeline, in addition to viewing client history. - Demonstrated success in building and sustaining a high-performance culture across practices, tailoring engagement strategies to align with varied goals, growth stages, and practice-specific objectives. - Ability to foster a strong, cohesive culture among financial planners and drive engagement and cultural alignment across practices. Requirements - Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $379,000-$447,000, comprised of base salary and bonus. - Your bonus potential is directly linked to your performance and success in growing sales and client relationships. - Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. - This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Benefits - Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

Role Description As a Senior Retirement Plan Administrator on the Retirement Services team, you’ll play a pivotal role by performing plan compliance testing and reporting on 401(k) and 403(b) qualified plans and preparing all IRS and DOL (EBSA) required reports, including Form 5500 and related schedules for all plans in a timely manner with exceptional quality. You will also be responsible for completing year-end and mid-year non-discrimination testing for clients as required by the Internal Revenue Service (IRS) to ensure compliance. Responsibilities: - Lead compliance testing and administration for 401(k) and 403(b) plans, ensuring adherence to IRS and DOL regulations, including eligibility, contributions, and non-discrimination requirements. - Prepare and file all required regulatory reporting (e.g., Form 5500 and related schedules) with a strong focus on accuracy, quality, and timeliness. - Conduct mid-year and year-end non-discrimination testing, identifying issues and recommending corrective actions to maintain plan compliance. - Draft, restate, and maintain plan documents and amendments, ensuring alignment with evolving regulatory requirements. - Partner with clients to deliver plan administration and consulting support, including interpreting plan provisions, advising on design effectiveness, and guiding compliance decisions. - Manage core plan operations such as data validation, asset reconciliation, trust accounting, distributions (loans, hardships), and year-end valuations. - Serve as a subject matter expert, resolving complex compliance and operational issues across clients, internal teams, and external partners. - Collaborate cross-functionally and mentor junior team members, supporting team effectiveness, knowledge sharing, and high-quality service delivery. - Communicate complex regulatory requirements and testing outcomes in a clear, actionable manner to clients and non-technical stakeholders. - Proactively identify, escalate and resolve sensitive plan, compliance, or client issues, partnering with internal teams to ensure strong client outcomes and retention. Qualifications - A Bachelor's degree in business administration, finance or a related field. - 10+ years of related retirement plan or Plan Document experience required. - Familiarity with Datair and Relius preferred. - Strong attention to detail and the ability to prioritize, manage tasks, and meet deadlines in connection with business operations, including ERISA compliance matters. - Involvement or work towards QKA designation. Requirements - The expected base salary range for this role nationally is $70,300 - $93,700. - Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. - This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Benefits - Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

Role Description Edelman Financial Engines is seeking a Creative Operations Manager to help support and scale the operating foundation for our Brand & Creative team. This role plays an important part in enabling high-quality creative work by supporting the systems, workflows, and resourcing models that allow ideas to move efficiently from concept to delivery. As a key partner to Brand, Creative, and cross-functional teams, you will help ensure work is set up for success through clear intake, thoughtful prioritization, and strong operational execution. You will contribute to creating the conditions for creativity to thrive — balancing speed, rigor, and flexibility while maintaining alignment with broader business goals. This role is ideal for someone who enjoys bringing structure to complex environments and is motivated by improving how teams work together to deliver meaningful brand experiences. Responsibilities - Workflow & operating model - Support and continuously improve end-to-end creative workflows from intake through delivery. - Help implement intake and briefing structures that create clarity and reduce rework. - Apply prioritization frameworks to align creative work with business goals and team capacity. - Identify opportunities to streamline processes and improve cross-functional collaboration. - Help guide teams on how to engage Brand & Creative effectively, setting clear expectations for intake, timelines, and ways of working. - Resourcing & capacity planning - Support resourcing across internal team members, freelancers, and external partners. - Maintain visibility into team capacity, skill sets, and workload distribution. - Align project needs with the appropriate creative resources. - Flag potential resourcing gaps and support planning efforts as initiatives scale. - Tools & infrastructure - Manage core creative tools, including creative and AI tech stacks, project management platforms, digital asset management systems, and workflow solutions. - Maintain standards for asset organization, naming conventions, and version control. - Ensure tools and systems are used consistently across teams and partners. - Support relationships with vendors supporting creative technology platforms. - Operational performance & continuous improvement - Track operational health across throughput, efficiency, and speed to market. - Identify opportunities to improve consistency, quality, and scalability of creative output. - Support development of repeatable frameworks that enable multi-channel content creation. Qualifications - 4–6 years experience supporting creative teams through project management, creative operations, or similar roles. - Experience working within established workflows and contributing to process improvements. - Strong organizational and problem-solving skills with attention to detail. - Ability to manage multiple initiatives simultaneously and adapt to changing priorities. - Experience working with freelancers, agencies, or external production partners. - Familiarity with project management tools such as Adobe Workfront. - Experience with digital asset management platforms such as Brandfolder, Frontify, AEM. - Strong communication skills and ability to collaborate across cross-functional teams. Requirements - Self-starter with a proactive and solutions-oriented mindset. - Comfortable operating in evolving environments where priorities may shift. - Brings structure and organization while remaining flexible and pragmatic. - Approaches challenges with curiosity and a problem-solving mindset. - Builds trust by keeping work organized, clear, and moving forward. Benefits - The expected base salary range for this role nationally is $82,700 - $110,300. - Final base pay will be determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. - This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Role Description The Director, Practice Management, Strategy and Enablement plays a critical role in supporting financial planners as they build and lead successful practices. This role provides mentorship, resources, and tools to optimize planner workflows, elevate client experiences, and advance the strategic evolution of Practice Management across Edelman Financial Engines. This position also drives transformational leadership in client experience, supporting and enhancing client relationship management strategies across planners, Client Service Associates, and the Engagement Center—leveraging firm-wide capabilities to improve consistency, scale, and impact. - Drive the development and evolution of practice management strategy and implementation to help planners build successful practices. - Collaborate with cross-functional leadership teams to ensure alignment with training needs, software, systems, and tools used in Practice Management and client relationship management, with a specific focus on Salesforce and related platforms. - Partner with the Regional Directors & Advisors to develop business plans & action steps designed to achieve & surpass the KPIs. - Align practice management principles with overall firm objectives to enable seamless integration and improved strategic outcomes. - Lead organizational change efforts that improve planner adoption of new systems, processes, and client experience frameworks across Wealth Planning. - Build and deliver scalable, beneficial frameworks and processes for planning teams. - Utilize a consultative approach to deeply understand the needs of our planners, building trust and winning their hearts and minds. - Size, evaluate, and lead critical initiatives; report progress and insights to the cross-functional leadership team. - Curate and develop retail go-to-market (GTM) strategy initiatives and materials. - Streamline planner activities, improve operational efficiency, and standardize best practices based on planner segment needs. - Build confidence and trust with the planner community through consistent partnership and enablement. - Develop and facilitate workshops, planner offsites, and enablement events that strengthen consistency, planner capability, and client experience outcomes. Qualifications - Bachelor’s Degree required. - Minimum of 10 years of experience in financial services, wealth management, investments, or capital markets. - 5+ years of experience in coaching & developing Sales professionals. - Strong background evaluating complex business problems and opportunities and presenting concise recommendations to leadership. - Proven ability to work effectively at all levels of the organization. - Exceptional analytical skills and proven ability to lead through ambiguity. - Excellent written and verbal communication skills, with the ability to influence without authority. - Advanced proficiency in Microsoft Office applications (Excel, Word, PowerPoint, etc.). - Demonstrated success working under tight timeframes and in fast-paced environments; experience with Agile development is preferred. - Ability to effectively partner with internal and external stakeholders. - CFP® Certification preferred. - Willingness to travel 25-50%. - Delivers compelling presentations and effectively commands an audience, inspiring confidence and action across planner and leadership groups. Requirements - Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $133,000 - $177,400. - Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. - This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Company Description Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. - Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30). - We support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. - Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner.

Role Description As an Associate Financial Planner, you’ll serve to assist Financial Planners in ensuring client happiness while following all regulatory issues. - Performs 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. - Conducts assessments of clients and prospects’ evolving financial planning needs through proactively taking initiative to uncover new financial planning opportunities. - Provides reports including minimum distributions, performance, billing, insurance policies, and tax consequences. - Calculates required minimum distributions, income needs, tax consequences, and contributions/withdrawals. - Provides high-level contact with clients crafted to maintain and improve the client relationship. - Maintains a proven understanding of the industry, products, and trends. Qualifications - Minimum 1-3 years of financial services industry experience required, specifically in a broker/dealer or registered investment advisor environment. - FINRA Series 65 Required. - Bachelor’s degree in business or finance; or equivalent proven experience. - Certified Financial Planner designation preferred. - Financial Services & insurance sales experience preferred. - Good understanding of finance and investment markets/securities. - Attention to detail, ability to coordinate work, and follow-up skills are crucial to the successful performance of position responsibilities. - Ability to prioritize and address multiple projects and meet deadlines is crucial. - Strong interpersonal, verbal, and written communication skills. - Detailed knowledge of MS Outlook, Word, and Excel is a must. Requirements - Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $83,500 to $111,300. - Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. - This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Benefits - Your recruiter can share more about the specific benefits eligible for this role during the hiring process.