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© All Rights Reserved. ApplyBlast.com
Edelman Financial Engines
The Associate Financial Planner assists Financial Planners in delivering comprehensive financial advice and strategies to clients, ensuring their confidence in investment decisions and long-term planning. This role involves conducting financial analyses, preparing client presentations, and maintaining strong relationships to support client happiness and regulatory compliance. The position requires a collaborative approach grounded in core values to help clients navigate their financial futures.
Headquarters
Santa Clara, California, United States
Company Size
1001-5000 employees
Founded
1987
Edelman Financial Engines is a large independent wealth management and retirement-planning firm created by the merger of Edelman Financial Advisors and Financial Engines. It delivers personalized financial planning, investment and wealth management, 401(k) and employer‑plan advice, and tax‑aware strategies through a hybrid model of digital tools and human advisors. The firm serves individual investors, employer‑sponsored retirement plans and institutions, offering online planning tools, portfolio management, and ongoing fiduciary guidance to help clients pursue long‑term goals. It’s known for combining scalable technology with dedicated advisors and a fiduciary approach to advice.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Edelman Financial Engines.
34% above the average for this role