Company · 11 open roles
Careers at Edelman Financial Engines, LLC
Edelman Financial Engines, LLC has 11 active roles on ResuMinder right now, with 45% remote-friendly. Score your CV instantly and use the ResuMinder extension to apply in seconds — no manual form-filling.
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11 positions at Edelman Financial Engines, LLC
Client Service Associate
Edelman Financial Engines, LLC·Saint Louis, Missouri, United States
Client Service Associate at Edelman Financial Engines, LLC. Location: Saint Louis, Missouri, United States. Role: coordinating meetings, supervising accounts, preparing paperwork Requirements: Provide high-level client service supporting financial planners: coordinate meetings, s…
Client Service Associate
Edelman Financial Engines, LLC·Salt Lake City, Utah, United States
Client Service Associate at Edelman Financial Engines, LLC. Location: Salt Lake City, Utah, United States. Role: coordinating meetings, supervising accounts, documenting interactions Requirements: Preferred 2 years relevant finance experience, bachelor’s degree or equivalent expe…
Senior Service Desk Technician (Phoenix, AZ)
Edelman Financial Engines, LLC·Phoenix, Arizona, United States
Senior Service Desk Technician (Phoenix, AZ) at Edelman Financial Engines, LLC. Location: Phoenix, Arizona, United States. Role: providing support, troubleshooting issues, escalating tickets Requirements: 4+ years technical support experience; Windows 11, Microsoft O365, Active D…
Indirect Procurement Director
Edelman Financial Engines, LLC·Boston, Massachusetts, United States
Indirect Procurement Director at Edelman Financial Engines, LLC. Location: Boston, Massachusetts, United States. Role: leading negotiations, structuring contracts, shaping strategy Requirements: 10+ years indirect procurement experience, expertise in strategic sourcing, contract …
Inbound Investment Advisor
Edelman Financial Engines, LLC·United States
Inbound Investment Advisor at Edelman Financial Engines, LLC. Location: United States. Role: advising clients, taking calls, managing accounts Requirements: Bachelor's degree or equivalent experience; Series 65 or 66 license (or willingness to obtain Series 65 within 3 months); s…
Financial Consultant - Client Growth & Retention - Bilingual
Edelman Financial Engines, LLC·United States
Financial Consultant - Client Growth & Retention - Bilingual at Edelman Financial Engines, LLC. Location: United States. Role: engaging clients, presenting solutions, educating clients Requirements: Bachelor's degree or equivalent experience; Series 65 or Series 66 license; consu…
Financial Consultant - Client Growth & Retention
Edelman Financial Engines, LLC·United States
Financial Consultant - Client Growth & Retention at Edelman Financial Engines, LLC. Location: United States. Role: engaging clients, presenting solutions, educating clients Requirements: Bachelor's degree or equivalent experience, Series 65 or Series 66 license, consultative outb…
Outbound Investment Advisor
Edelman Financial Engines, LLC·United States
Outbound Investment Advisor at Edelman Financial Engines, LLC. Location: United States. Role: engaging clients, presenting solutions, building relationships Requirements: Bachelor's degree or equivalent, Series 65 or Series 66 license, prior consultative/outbound sales or call ce…
Director, Financial Planning
Edelman Financial Engines, LLC·New York, New York, United States
Director, Financial Planning at Edelman Financial Engines, LLC. Location: New York, New York, United States. Role: providing advice, evaluating clients, developing recommendations Requirements: Direct client-facing fee-based wealth management experience; active Series 65; health …
Client Service Associate
Edelman Financial Engines, LLC·Melbourne, Florida, United States
Client Service Associate at Edelman Financial Engines, LLC. Location: Melbourne, Florida, United States. Role: coordinating meetings, supervising accounts, preparing paperwork Requirements: Client service experience in financial services, strong communication, critical thinking, …
Bilingual Investment Advisor
Edelman Financial Engines, LLC·United States
Bilingual Investment Advisor at Edelman Financial Engines, LLC. Location: United States. Role: providing advice, conducting calls, managing accounts Requirements: Bilingual Spanish/English, Bachelor’s degree or equivalent, Series 65 or 66 (or willingness to obtain Series 65 withi…