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Edelman Financial Engines (EFE) is a leading independent financial planning and investment advisory firm, dedicated to acting in the best interests of all clients since its founding in 1986. With a commitment to financial education as a fundamental right, EFE serves over 1.3 million clients and manages more than $300 billion in assets across 143+ offices nationwide. The firm combines advanced methodologies and proprietary technology with personalized service from dedicated financial planners, ensuring that every client's unique situation and goals are addressed. EFE is recognized for its innovative approach to financial planning, striving to challenge the status quo and empower individuals to achieve their financial aspirations.
Edelman Financial Engines
The New Client Development Sales Support Associate will support the management team and Sales Planners in providing an excellent prospect-to-client experience.
Edelman Financial Engines
Edelman Financial Engines is seeking a Team Lead for their Engagement Center to enhance team performance and client experience.
Edelman Financial Engines
Join Edelman Financial Engines as an Inside Sales Associate to engage prospective clients and promote wealth planning services.
Edelman Financial Engines
Edelman Financial Engines is seeking a Director of Consumer PR & External Communications to enhance brand visibility and manage strategic communications.
Edelman Financial Engines
Join Edelman Financial Engines as an Associate Financial Planner to assist clients with their financial planning needs.
Edelman Financial Engines
The Chief of Staff, Marketing will lead critical initiatives and serve as a trusted advisor to the CMO, driving organizational effectiveness and strategic marketing efforts.
Edelman Financial Engines
The Sr. Manager, Marketing Analysis & Insights will leverage Adobe Analytics expertise to drive business strategy and performance.
Edelman Financial Engines
Join Edelman Financial Engines as a Retirement Coordinator to help individuals connect with Financial Advisors for their retirement planning.
Edelman Financial Engines
Lead the development and delivery of financial education programs to employees at Edelman Financial Engines.
Edelman Financial Engines
Join Edelman Financial Engines as a Variable Data Print Specialist to develop personalized print campaigns using advanced data integration and design techniques.
Edelman Financial Engines
The Manager, Client Loyalty will develop and execute strategies to enhance customer engagement and retention at Edelman Financial Engines.
Edelman Financial Engines
The Sr. Director, Channel Marketing - Workplace Integration will lead digital acquisition strategies and a marketing team to enhance user engagement and conversions.
Edelman Financial Engines
Join Edelman Financial Engines as a Client Success Manager, focusing on providing tailored financial advice and building strong client relationships.
Edelman Financial Engines
Join Edelman Financial Engines as a Portfolio Accounting Specialist to ensure the integrity of client financial data and support financial planning teams.
Edelman Financial Engines
The VP of Communications will lead the communications strategy and content creation for Edelman Financial Engines, focusing on engaging clients and enhancing brand awareness.