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Financial Education and Planning Lead - Remote

Posted 3 weeks ago
Finance / Legal
Full Time
MA, USA
$104,500 - $139,300/year

Overview

The Financial Education and Planning Lead at Edelman Financial Engines is responsible for crafting and delivering financial education to employees, helping them make informed financial decisions.

In Short

  • Develop financial education curriculum and materials.
  • Collaborate with the Engagement Center for real-time content alignment.
  • Serve as lead presenter for webinars and in-person sessions.
  • Analyze feedback and engagement metrics to refine content strategies.
  • Maintain an up-to-date education content library.

Requirements

  • 10+ years of related experience.
  • Bachelor’s degree required.
  • Series 65 license required.
  • Ability to travel regularly as needed.
  • Dynamic presenter with excellent communication skills.
  • Ability to craft and evaluate educational programming.
  • Highly collaborative and a self-starter.
  • Experience educating on various financial topics.

Benefits

  • Market-based pay with a salary range of $104,500 - $139,300.
  • Potential for discretionary bonuses.
  • Health, dental, and wellness plans.
  • 401(k) contributions.
  • Career growth opportunities in a values-led culture.
Edelman Financial Engines logo

Edelman Financial Engines

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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