RemoteOtterRemoteOtterAs a Client Success Manager in our Emerging Investor Team, you'll provide objective, fee-based advice, focusing on a needs-based discovery process with prospective clients and delivering a plan to help meet their financial goals.
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.
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Jobs from Edelman Financial Engines:
Retirement Coordinator – Workplace Planning Team
Variable Data Print Specialist
Sr. Director, Channel Marketing - Workplace Integration
Manager, Client Loyalty
Portfolio Accounting Specialist
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.
Share This Job!
Save This Job!
Jobs from Edelman Financial Engines:
Retirement Coordinator – Workplace Planning Team
Variable Data Print Specialist
Sr. Director, Channel Marketing - Workplace Integration
Manager, Client Loyalty
Portfolio Accounting Specialist
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