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Edelman Financial Jobs in Chicago, IL (NOW HIRING)

caleres

Full-Time Sales Associate - Allen Edmonds

Chicago, IL · On-site

$14.50 - $19.50/hr

... Edelman, and Allen Edmonds, plus additional seasonal discounts on AE products. * Daily Access to ... financial resources and more, via both online & via phone. * Career Development and Learning ...

caleres

Part-Time Sales Lead - Famous Footwear

Wood Dale, IL · On-site

$15 - $18.50/hr

... Edelman, and Allen Edmonds. * Relaxed Dress Code & Small Team Environment. You will be a valued ... financial resources and more, via online & phone. * Benefit Offerings: PTO, Health, and Retirement ...

Caleres

Part-Time Sales Lead - Famous Footwear

Merrillville, IN · On-site

$14.75 - $18.25/hr

... Edelman, and Allen Edmonds. * Relaxed Dress Code & Small Team Environment. You will be a valued ... financial resources and more, via online & phone. * Benefit Offerings: PTO, Health, and Retirement ...

Caleres

Part-Time Sales Lead - Famous Footwear

Schaumburg, IL · On-site

$15.87 - $19.83/hr

... Edelman, and Allen Edmonds. * Relaxed Dress Code & Small Team Environment. You will be a valued ... financial resources and more, via online & phone. * Benefit Offerings: PTO, Health, and Retirement ...

Caleres

Part-Time Sales Lead - Famous Footwear

Countryside, IL · On-site

$14.75 - $18/hr

... Edelman, and Allen Edmonds. * Relaxed Dress Code & Small Team Environment. You will be a valued ... financial resources and more, via online & phone. * Benefit Offerings: PTO, Health, and Retirement ...

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Edelman Financial information

What is Edelman Financial?

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.

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.

What are popular job titles related to Edelman Financial jobs in Chicago, IL?

For Edelman Financial jobs in Chicago, IL, the most frequently searched job titles are:

What job categories do people searching Edelman Financial jobs in Chicago, IL look for?

The top searched job categories for Edelman Financial jobs in Chicago, IL are:

Edelman Financial jobs near you
Infographic showing various Edelman Financial job openings in Chicago, IL as of August 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% In-person job distribution.

Finance Analyst

Chicago, IL

Daniel J Edelman Holdings, Inc.
See more jobs at Daniel J Edelman Holdings, Inc.external

$50K - $70K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Job description

We are in relentless pursuit of an equitable and inspiring workplace that is respectful of all, reflects and represents the world in which we live, and fosters trust, collaboration and belonging. Consistent with this approach, we hire the best qualified candidates for all positions.

Edelman is looking for a Financial Analyst to join our team! This is a handson, hightrust role for someone who thrives in a fastpaced environment and takes pride in getting things right the first time. This role is responsible for the facilitation of billing process, financial analysis, and reporting for individual projects. This role will handle financial management for smaller clients.

Key Responsibilities:

Client Servicing

  • Maintain files, documents, and other relevant documentation

  • Support client finance partners and internal client teams across one or more clients

  • Assist with client reporting, audit requests and data collection

  • Run financial queries upon staff request

  • Maintain repository of critical client information Ad hoc requests and projects

  • Calculate and track monthly revenues based on active contracts and client billings

  • Ensure timely submission of invoices and supporting documentation to client

Financial Management and Planning

  • Gain exposure to client staffing and pricing process under supervision of Finance Manager

  • Review and approve sourcing department's service orders (with oversight)

  • Manage fee reconciliation

  • Review and escalate to senior finance lead on any write-offs in billing review

  • Assist project managers with billing review

  • Assist in collecting commentary on aged receivables

  • Review project request forms for compliance and open project codes

  • Process purchase orders upon request

  • Provide time and expense details to PM's as incurred on project(s)

  • Review missing time reports weekly and follow up with delinquencies

  • Update client budget tracker monthly


Measures of Success

  • Demonstrate behaviors consistent with Edelman's values, Code of Ethics and Business Conduct

  • Set and pursue challenging stretch goals for yourself

  • Commit to continuous learning and improvement of your technical and leadership skills

  • Take responsibility for personal growth and development using available resources such as ELI, on-the-job training, and mentoring


Basic Qualifications:

  • At least 1 year of relevant experience

  • A Bachelor's Degree in Finance or Accounting, or equivalent work experience.

Preferred Qualifications:

  • Strong interpersonal communication skills

  • Client service oriented

  • Ability to foster positive working relationships

  • Well-organized with strong time management skills and attention to detail

  • Proficiencyin Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

$50,000 - $70,000 a year

#LI-JLF

An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs. The range listed is just one component of DJEH's total compensation package for employees. Other rewards may include annual bonuses, a Paid Time Off policy, and region-specific benefits.

DJEH offers a wide range of benefits: medical and dental insurance, vision, 401K, life insurance, disability insurance, paid time off, travel assistance and wellness programing.

DJEH is proud to be an equal opportunity employer and believes in diversity, equity, and inclusion. We seek applications from all qualified candidates without regard to race, color, gender, sex, age, religion, physical or mental disability, military and veteran status, or any other basis protected by federal, state or local law. If you require a reasonable accommodation in any part of the employment process, please let us know.

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