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© All Rights Reserved. ApplyBlast.com
Edelman Financial Engines
The Emerging Investor, Financial Planner (EIP) provides financial planning services, advice, and ongoing relationship management to prospects and clients, helping them achieve their financial goals. The role involves evaluating client life stages, presenting appropriate solutions, securing business, and managing client accounts primarily through phone and virtual meetings.
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.
Right around the average for this role