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$24.5K

$84.6K

$173K

How much do edelman financial jobs pay per year?

As of Jul 22, 2026, the average yearly pay for edelman financial in the United States is $84,610.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,500.00 and $101,500.00 per year, depending on experience, location, and employer.

What happened to Edelman financial?

Edelman Financial is a financial planning firm that continues to operate under its brand. There have been no reports of the company ceasing operations or significant changes affecting its services or employment status.

Can financial advisors make $500,000 a year?

Financial advisors, including those at firms like Edelman Financial, can potentially earn $500,000 or more annually, especially with extensive experience, a large client base, and high-value assets under management. However, such earnings are typically achieved through commissions, fees, and bonuses, and are not guaranteed for all advisors.

What types of teams and professionals will I typically collaborate with as an advisor at Edelman Financial?

As an advisor at Edelman Financial, you will regularly collaborate with a variety of specialists including client service associates, portfolio managers, compliance officers, and financial planning analysts. This collaborative environment ensures clients receive comprehensive support and allows you to focus on relationship-building and personalized financial planning. You may also participate in regular team meetings and ongoing training sessions designed to keep you updated on industry best practices and regulatory changes. Working closely with these teams fosters both professional development and the delivery of high-quality client service.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Edelman Financial, and why are they important?

To thrive as a Financial Advisor at Edelman Financial, you need a solid background in finance, investment strategies, and financial planning, typically supported by a relevant degree and FINRA Series 7 and 66 licenses. Familiarity with financial planning software, CRM platforms, and portfolio management tools is essential. Strong interpersonal skills, active listening, and the ability to build client trust set top advisors apart. These skills are crucial for providing personalized advice, retaining clients, and ensuring their long-term financial success.

What is the difference between Edelman Financial vs Financial Advisor?

AspectEdelman FinancialFinancial Advisor
CredentialsCFP, ChFC, or similar certifications often preferredCFP, ChFC, or similar certifications often preferred
Work EnvironmentCorporate office, client meetings, financial planningIndependent or firm-based, client meetings, financial planning
Employer & IndustryFinancial services firms, wealth management companiesBanks, independent firms, wealth management firms
Search & Comparison IntentYesYes

While both Edelman Financial and Financial Advisors focus on providing financial planning and investment advice, Edelman Financial typically refers to a specific firm known for comprehensive wealth management services. Financial Advisors is a broader term used across various firms and independent practitioners. The main differences lie in the employer context and branding, but the required credentials and work environment are quite similar.

How do Edelman financial advisors get paid?

Edelman Financial advisors typically earn compensation through a combination of fees and commissions, such as asset-based fees for managing investments and commissions for selling financial products. They may also receive hourly or flat fees for financial planning services, depending on the specific arrangement and client needs.

What is Edelman Financial and what services does it provide?

Edelman Financial is a financial planning and investment management firm that helps individuals and families manage their finances. The firm offers services such as retirement planning, investment advice, tax planning, and estate planning. Financial advisors at Edelman Financial work with clients to create personalized financial plans based on their goals and needs. Their approach includes ongoing support and education to help clients make informed financial decisions. Edelman Financial is known for its client-focused, fee-based advice and a commitment to transparency.

Is Edelman Financial a good company to work for?

Edelman Financial is a financial services firm that offers roles in financial planning and advisory services. Employees generally cite a professional work environment, opportunities for growth, and a focus on client service, though experiences can vary by position and location.
More about Edelman Financial jobs
What cities are hiring for Edelman Financial jobs? Cities with the most Edelman Financial job openings:
What states have the most Edelman Financial jobs? States with the most job openings for Edelman Financial jobs include:
What job categories do people searching Edelman Financial jobs look for? The top searched job categories for Edelman Financial jobs are:
Edelman Financial jobs near you
Infographic showing various Edelman Financial job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 5% Internship, 85% As Needed, 6% Full Time, and 3% Part Time. Highlights an 2% Physical, and 98% Hybrid job distribution, with an average salary of $84,610 per year, or $40.7 per hour.
Associate Financial Planner (Oklahoma City, OK)

Associate Financial Planner (Oklahoma City, OK)

Edelman Financial Engines, LLC

Oklahoma City, OK

Full-time

Medical, Dental, Retirement

Posted 5 hours ago

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As an Associate Financial Planner, you'll serve to assist Financial Planners in ensuring client happiness while following all regulatory issues.

Responsibilities:

  • 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

Requirements:

  • 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

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. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, 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.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines
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)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. 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.
For more information, please visit EdelmanFinancialEngines.com.
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.
1 The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 
2 Edelman Financial Engines data, as of September 30, 2025

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