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Edelman Financial Engines
Edelman Financial Engines

60 Edelman Financial Engines Client Relationship Manager Jobs Hiring Near You

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Edelman Financial Engines Jobs Information

What is it like to work at Edelman Financial Engines?

Edelman Financial Engines is a company that values collaboration, innovation, and a commitment to helping individuals achieve their financial goals. The company's team structure is designed to foster a supportive and inclusive work environment, with a focus on providing comprehensive financial planning and investment services to clients. Working at Edelman Financial Engines may appeal to candidates who are passionate about the financial services industry and are looking for a dynamic and growth-oriented organization that prioritizes employee development and client satisfaction.

What makes Edelman Financial Engines an attractive place to work?

Edelman Financial Engines is a leading financial services company that offers comprehensive financial planning and investment management services to individuals and families. The company's workplace is characterized by a culture of innovation, collaboration, and stability, with opportunities for employees to work on complex financial planning projects and contribute to the development of cutting-edge financial solutions. By joining Edelman Financial Engines, professionals can gain valuable experience, expand their skill set, and make a meaningful impact in the lives of clients, while also enjoying opportunities for career growth and professional development.

Does Edelman Financial Engines pay people when they’re sick?

Yes. Most people get paid when they’re sick.
100% of people say they would get paid if they were sick but scheduled to work.
Based on data from 12 people who took the Breakroom Quiz between February 2025 and April 2026.

At Edelman Financial Engines, are sick days and vacation days separate paid time off?

Only some people have separate paid time off for sick days and vacation.
56% of people say they have to use vacation days when they’re out sick.
Based on data from 9 people who took the Breakroom Quiz between July 2025 and April 2026.

Is the health insurance from Edelman Financial Engines affordable enough for their workers?

Most people say the health insurance costs are okay.
100% of people say the health insurance costs are okay
Based on data from 10 people who took the Breakroom Quiz between March 2025 and April 2026.

Do people get paid time off at Edelman Financial Engines?

Most people get paid time off work.
100% of people say they get paid time off.
Based on data from 10 people who took the Breakroom Quiz between July 2025 and April 2026.

How easy is it to get time off at Edelman Financial Engines?

Most people find it easy to get time off.
100% of people report it’s easy to get time off.
Based on data from 10 people who took the Breakroom Quiz between February 2025 and April 2026.

How easy is it to take sick days at Edelman Financial Engines?

Most people find it easy to take sick days.
91% of people report that it’s easy to take time off if they are sick.
Based on data from 11 people who took the Breakroom Quiz between February 2025 and April 2026.

Is working at Edelman Financial Engines good if you’re a parent or caregiver?

Most parents and caregivers say this is a good place to work.
100% of people who care for a child or other relative report this is a good place to work.
Based on data from 6 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people at Edelman Financial Engines feel treated with respect by their managers?

Most people feel treated with respect by their managers.
90% of people say they’re treated with respect by their managers.
Based on data from 10 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people at Edelman Financial Engines get to take their breaks without interruption?

Most people get breaks without interruption.
83% of people report that they get to take their breaks without interruption.
Based on data from 12 people who took the Breakroom Quiz between February 2025 and April 2026.

Is it stressful to work at Edelman Financial Engines?

Some people feel stressed out here.
50% of people say they often feel stressed out at work.
Based on data from 10 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people at Edelman Financial Engines enjoy their jobs?

Most people enjoy their job.
73% of people report they enjoy their job.
Based on data from 11 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people at Edelman Financial Engines recommend working with their team?

Only some people recommend working with their team.
50% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 12 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people get enough training when they start at Edelman Financial Engines?

Some people didn’t get enough training when they started.
36% of people report they didn’t get enough training when they started working here.
Based on data from 11 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people get support to advance at Edelman Financial Engines?

Only some people are given support to advance their career here.
In the last year, 45% of people report not being given support to advance their career here.
Based on data from 11 people who took the Breakroom Quiz between February 2025 and April 2026.

Do people think Edelman Financial Engines’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
73% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 11 people who took the Breakroom Quiz between February 2025 and April 2026.

Do workers feel well informed about how Edelman Financial Engines is doing?

Most people feel well informed about how the company is doing.
100% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 11 people who took the Breakroom Quiz between February 2025 and April 2026.
What other companies are hiring for Client Relationship Manager jobs?
What are the most popular jobs at Edelman Financial Engines?
What are the most popular categories at Edelman Financial Engines?
Infographic showing various Client Relationship Manager job openings at Edelman Financial Engines in the United States as of July 2026, with employment types broken down into 97% Full Time, and 3% Contract. Highlights an 81% Physical, 3% Hybrid, and 16% Remote job distribution.
Financial Consultant - Client Growth & Retention

Financial Consultant - Client Growth & Retention

Edelman Financial Engines, LLC

Charleston, WV

$85K - $97K/yr

Full-time

Posted yesterday

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 Outbound Investment Advisor on the Advisor Center team, you'll play a pivotal role by delivering financial strategies to help individuals achieve their goals.
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 Outbound Investment Advisor role, we are seeking a candidate with a desire to help clients succeed financially. If you are inspired by purpose-driven work and a collaborative, values-led culture, this may be an opportunity for you!
Responsibilities:
  • Engages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets.
  • Actively engages the client in exploratory dialogue to identify needs/wants and initiates financial goal-based conversations; presents appropriate financial solutions to support the achievement of client objectives.
  • Helps build the client relationship by serving as a knowledgeable resource for information and advice; handles interactions accurately & efficiently.
  • Educates client on financial, investment, debt management, and retirement planning strategies
  • Works with high emotional intelligence, developing an unwavering environment of client trust.
  • Excels in a consistent, structured work environment.
  • Effective at time and prospect management; seeks to improve client contact rate and ensure that EFE campaigns are highly successful.
Requirements:
  • Bachelor's degree required and/or equivalent level of professional work experience.
  • Possess the Series 65 or Series 66 securities license
  • Previous experience working in a consultative sales role; work in a call center preferably in an outbound capacity
  • Outstanding customer service experience
  • Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client's financial goals.

Edelman Financial Engines takes a market-based approach to pay. The expected total compensation range for this role nationally is $85,000 to $97,600. This role is eligible for a quarterly performance based sales bonus. 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 also 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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