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private:edelmanfinancialengines
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www.edelmanfinancialengines.com
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www.edelmanfinancialengines.com
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Sep 9th, 2020 12:00AM
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Client Services Regional Manager (West Region)
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Open
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Client Support
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Clayton, MO, United States
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Aug 26th, 2020 12:00AM
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At Edelman Financial Engines, we believe every hardworking American deserves to move their financial life forward, and we’re growing our team so we can help more clients every day.As the Regional Manager, Client Services (West Region), you will play an integral part in ensuring world-class customer service is delivered to our clients by managing all facets of regional operations, supporting multiple branch offices, as well as various business lines.Responsibilities:Manage the day-to-day branch office operations and client service experienceMentor, coach and lead Client Service Teams including Associates, Analysts, and AdminsServe as liaison between corporate office and branches through the management of day-to-day business operationsPartner with the Regional Director and maintain high-quality standards and client service throughout the regionEffective planning and managing of staffing and support needs which include but are not limited to:Assist with interviewing and hiring of qualified external and internal candidatesIdentify and develop high performing internal employees in an effort to build future bench strengthManage and oversee the employee performance review process for the department ensuring reviews are appropriate, accurate, and adhere to all company deadlinesDevelop performance improvement plans and provide coaching when necessary to improve marginal employee performance ensuring a high level of accountabilityMaintain the highest possible level of morale in the department so that the culture is one of mutual respect and cooperation between Client Services and other departmentsContinuously review department organization and administrative procedures to ensure that effective, efficient, and profitable staff operations are maintainedEvaluate the effectiveness of the Department’s service to clients for the purpose of improving the overall client experienceResponsible to make sure that all programs and projects meet assigned goals and objectivesConduct regular communication with necessary employees to ensure information is disseminated in a timely and appropriate mannerResponsible for resolving complex service and operational issues, with best-practice judgmentPerform audits/reviews and any additional duties, as necessaryRequirements:5-7 years of financial industry experience, specifically in a broker/dealer or registered investor environmentBachelor's degree in business or finance preferred, or equivalent combination of education and experience3 years of supervisory experiencePreviously held Series 7, Series 24, and Series (or 66) licenses preferredProven exceptional client services skillAbility to effectively lead and motivate a team to successfully accomplish goalsAbility to deliver and manage difficult conversations and situationsAbility to manage in stressful situationsExcellent judgment to appropriately prioritize and manage multiple deadlinesAble to adapt to changes in the work environment, manage competing demands, and work with frequent change, delays, or unexpected eventsExcellent communication and interpersonal skillsCultivate relationships across the firm to foster comraderyCritical thinking, attention to detail, and multi-tasking skills requiredPosition requires a high level of confidentialityDependable/punctual, acting mentor and role modelAttention to detailProficient with Microsoft Windows and OfficeAbout Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron’s2 with 170+ planner offices across the country and entrusted by more than 1.2 million clients to manage more than $213 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.For more information, visit www.EdelmanFinancialEngines.com and www.FinancialEngines.com© 2019 Edelman Financial Engines™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results.1 Ranking and status for 2019. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2 The 2019 Top 50 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a pre combination ranking of twelfth.
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Sep 9th, 2020 01:27AM
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Sep 9th, 2020 01:27AM
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Financial Engines
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private:edelmanfinancialengines
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www.edelmanfinancialengines.com
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www.edelmanfinancialengines.com
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Sep 9th, 2020 12:00AM
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Client Service Associate (Glenview, IL)
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Open
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Client Support
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Glenview, IL, United States
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Aug 31st, 2020 12:00AM
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At Edelman Financial Engines, we believe every hardworking American deserves to move their financial life forward, and we’re growing our team, so we can help more clients every day.As a Client Service Associate in our Glenview, IL location, you’ll provide full support to one or more Financial Planners, ensuring and enhancing client satisfaction through direct contact with clients, vendors, and other operational employees.We are looking for someone with financial services industry experience to help us deliver superior service by building and nurturing the client relationship, as well as performing all related administrative functions. If you have exceptional client service and communication skills, with a good understanding of finance, this may be the opportunity for you!Responsibilities:Coordinate client meetings, including greeting clients, appointment preparation, and supporting the completion of required paperworkProvide superior client service by handling all incoming client requests and following-through to ensure client’s needs are metMonitor client account activity, researching and resolving issuesPrepare and review all new account paperwork to ensure documents are complete and in good orderVerify accounts are traded into the correct model and aid operation teams as needed; track incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved as expectedDocument key client milestones and other important data into systems that will assist in future client interactionsMaintain risk awareness and compliance; identify problems in a timely manner while complying with standard resolution policy, the established corporate process, and regulatory proceduresSupport the firm’s initiatives, assist with any company-wide projects and activities, and attend functions as neededParticipation in projects, task forces, councils, and product rollouts to ensure CSA voice is representedRequirements: Two years of industry experience (Registered Investment Advisor or Broker/Dealer) is preferredBachelor’s degree or equivalent industry experience preferredGood understanding of finance and investment markets/securitiesExceptional client service skills and ability to communicate effectivelyCritical thinking, attention to detail, and multi-tasking skills requiredAble to adapt to changes in the work environment, manage competing demands and work with frequent change, delays, or unexpected eventsPosition requires a high level of confidentialityAbout Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron’s2 with 170+ planner offices across the country and entrusted by more than 1.2 million clients to manage more than $213 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.For more information, visit www.EdelmanFinancialEngines.com and www.FinancialEngines.com© 2019 Edelman Financial Engines™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results.For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and reach out to Jill O’Connell (857-305-8555 or joconnell@edelmanfinancialengines.com) with any questions.Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. 1 Ranking and status for 2019. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2 The 2019 Top 50 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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Sep 9th, 2020 01:27AM
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Sep 9th, 2020 01:27AM
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Financial Engines
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private:edelmanfinancialengines
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www.edelmanfinancialengines.com
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www.edelmanfinancialengines.com
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Sep 9th, 2020 12:00AM
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HR Program and Project Manager (PM)
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Open
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Corporate
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United States, Nationwide, United States
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Sep 2nd, 2020 12:00AM
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The HR Program and Project Manager (PM) will report to the Director, HR Operations and Enablement and will be a critical member of the Edelman Financial Engines HR team. The PM will focus on leading HR programs, projects, and processes, while partnering closely with stakeholders. This individual will foster a culture of accountability by governing the timely completion of deliverables, proactively planning HR cycles, and implementing a consistent project management framework. The PM will lead all planning efforts and contribute to the collective success of the entire HR organization.Key Stakeholders:EmployeesManagers/LeadersHRBPsRelated COEsInternal Business Partnerships (e.g. Finance)External vendorsPriorities: Lead and provide representation for planning and execution of annual HR programs and projects on behalf of Operations to include, but not limited to, severance, immigration, relocation and HR annual cyclesPerform project management functions from development of project scope through launch and sustainability, if applicable, while engaging with cross functional teams, and providing execution excellence; act as project manager and participant sometimes in parallelCreate comprehensive project plans which include end to end tasks, communication planning, success measurements, ongoing reporting requirements and employee adoptionProactively identify project impact, risk, dependencies and ensure stakeholder objectives are alignedDevelop a project framework and drive adoption to create visibility, accountability and confidence in project status and timelinesRigorously manage scope to ensure commitments are achieved within agreed upon time, and quality parametersConduct project postmortems and create a recommendations report to identify successful and unsuccessful project elements and support continual improvement initiativesProactively communicate status, interdependencies, and timeline updates with stakeholdersManage the HR team calendar, plan and coordinate annual cycles and associated timelinesPartner with the Director, HR Operations and Enablement to develop the HR Planning office which will support annual operational plans, BOD needs, HR scorecard/QBRs, Policy and Procedure planning and moreProvide thought leadership to program and project delivery and lead continuous improvement effortsCreate and uphold a culture of accountability and transparency with the HR organizationQualifications:The ideal candidate will have the following attributes:Bachelor's degree in a related discipline or equivalent work experience required5-8 years’ experience in a project/program management rolePMP certification highly desired but not requiredHigh degree of organization and ability to manage multiple, competing projects and priorities simultaneouslyExcellent interpersonal skills to build relationships with cross-functional and remote teams at all levels of the organizationHigh detail orientation with the ability to see the big pictureWorking knowledge of HR processes, cycles, and policies highly desirableMust be a self-starter, take initiative, comfortable with web-based learning and be curiousAbility to effectively communicate both verbally and in writingMaintain confidentialityOccasional weekend work in order to support updates; after hours work in order to support time zonesCOMPANY BACKGROUNDEdelman Financial Engines is the top independent investment advisor in America, recognized by both InvestmentNews1 and Barron’s2, with a nationwide network of planner locations and over $200B in assets under management for 1.2 million clients. Edelman Financial Engines is the combination of Edelman Financial Services and Financial Engines. In 2018, the companies merged their expertise and shared mission to create the largest independent financial planning and investment advisor with a national network of planner locations. Together, the combined company is the nation’s largest investment advisor, with total assets double that of the nearest competitor. While headquartered on opposite coasts, there was no divide between what each company stood for – helping hardworking Americans enjoy a successful financial future. Edelman Financial Services was founded more than 30 years ago in Fairfax, Virginia by acclaimed financial advisor Ric Edelman. In 1987, Ric and his wife and business partner, Jean, were convinced that the financial services industry was failing to serve the vast majority of Americans. By putting client needs first, the company has become one of the nation's largest independent financial planning and investment management firms. Born on a similar principle of providing unbiased advice, Financial Engines was founded more than 20 years ago in Silicon Valley on the principle that average American investors deserve unbiased comprehensive financial planning and professional grade investment management and advice. Founded by noble prize-winner Bill Sharpe, Financial Engines pioneered online investment advice and transformed the way people plan, save and invest for retirement, regardless of their wealth or expertise. Since launching the online advice platform, Financial Engines has grown to become the dominant workplace RIA. In 2016, it expanded its presence to include a face-to-face network of advisors across the country with the acquisition of The Mutual Fund Store.Now Edelman Financial Engines has an unparalleled combination of capabilities and channels that few firms in the industry can offer. The company’s unique approach, combined with powerful online services, dedicated advisors and personal attention, promotes greater financial wellness and helps more Americans to meet all their financial goals. Strong distribution channels allow the company to work with people at leading employers in America or directly through the 180 nationwide locations. The proprietary technology platform and digital marketing delivers a personalized and robust client experience. The wide breadth of services - from online education to phone-based advice to financial management and planning with a dedicated advisor – help meet clients on their journey in the ways they want to be approached. And upholding the highest fiduciary standard of care and the commitment to always acting in the best interest of clients is the foundation of the company.It’s a privilege to be number one in the industry and the team recognizes the importance of that. It is transformational times in the financial services industry and the company will boldly impact the financial future of millions of people.
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Sep 9th, 2020 01:27AM
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Sep 9th, 2020 01:27AM
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Financial Engines
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private:edelmanfinancialengines
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www.edelmanfinancialengines.com
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www.edelmanfinancialengines.com
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Sep 12th, 2020 12:00AM
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Senior Software Engineer
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Open
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Technology
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Bangalore, Karnataka, India
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Bengaluru
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Karnataka
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IND
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Sep 10th, 2020 12:00AM
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At Edelman Financial Engines, we believe everyone deserves to move their financial life forward. We are growing our team in Bangalore, India to develop products that will help impact our clients every day. We are seeking an experienced Software Engineer to join one of our web application team to help design and develop the next generation of financial planning and investment advice software. We are looking for someone who is deeply technical and has an unwavering passion for building delightful products. The ideal candidate should be proficient in developing reusable components and features for browser-based apps and have an incredible attention to detail. Job Responsibilities Collaborate closely with Product Manager, UX Designers and Software Engineers to design and deliver products for delivering Financial Planning and Investment Advice to customersDevelop web applications using a variety of full-stack languages including but not limited to Java, Angular, React etc.Design and build scalable and reusable front-end components that can be used in multiple web applicationsDemonstrate passion for developing well architected, elegant and delightful consumer-facing web applicationsWork closely with Technical Operations, Application Support and Site Monitoring teams to proactively monitor and maintain web applicationsCollaborate closely with Product, Marketing, Finance Research and other Engineering Teams to understand & document product behavior, troubleshoot and triage software and system issuesImprove software quality by engaging in activities such as writing unit and integration tests, reviewing test plans and documenting test casesFamiliarity with developing REST APIs to power the front-end Requirements: Bachelor's degree in Computer Science or related field. Master's degree preferred2+ years of overall software development experience1+ years of Modern Javascript experience, including concepts like asynchronous programming, closures, types and ES61+ years of web fundamentals experience, including concepts like layout, cross browser compatibility, and accessibilityExperience developing software applications for the web using languages and frameworks such as Java, Angular, React etc.Experience with test automation frameworks such as Junit, Karma, Protractor etc.Fundamental knowledge of Object Oriented Design principlesUnderstanding of relational databases and SQLExperience with Agile Development, SCRUM or a similar software development life cycle processAbout Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron’s2 with 170+ planner offices across the country and entrusted by more than 1.2 million clients to manage more than $213 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.For more information, visit www.EdelmanFinancialEngines.com and www.FinancialEngines.com© 2019 Edelman Financial Engines™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results.For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and reach out to Jill O’Connell (857-305-8555 or joconnell@edelmanfinancialengines.com) with any questions.Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.1 Ranking and status for 2019. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/);2 The 2019 Top 50 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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Sep 12th, 2020 01:15AM
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Sep 12th, 2020 01:15AM
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Financial Engines
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private:edelmanfinancialengines
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www.edelmanfinancialengines.com
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www.edelmanfinancialengines.com
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Sep 13th, 2020 12:00AM
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Senior Software Engineer
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Open
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Technology
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Bangalore, Karnataka, India
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Bengaluru
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Karnataka
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IND
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Sep 10th, 2020 12:00AM
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At Edelman Financial Engines, we believe everyone deserves to move their financial life forward. We are growing our team in Bangalore, India to develop products that will help impact our clients every day. We are seeking an experienced Software Engineer to join one of our web application team to help design and develop the next generation of financial planning and investment advice software. We are looking for someone who is deeply technical and has an unwavering passion for building delightful products. The ideal candidate should be proficient in developing reusable components and features for browser-based apps and have an incredible attention to detail. Job Responsibilities Collaborate closely with Product Manager, UX Designers and Software Engineers to design and deliver products for delivering Financial Planning and Investment Advice to customersDevelop web applications using a variety of full-stack languages including but not limited to Java, Angular, React etc.Design and build scalable and reusable front-end components that can be used in multiple web applicationsDemonstrate passion for developing well architected, elegant and delightful consumer-facing web applicationsWork closely with Technical Operations, Application Support and Site Monitoring teams to proactively monitor and maintain web applicationsCollaborate closely with Product, Marketing, Finance Research and other Engineering Teams to understand & document product behavior, troubleshoot and triage software and system issuesImprove software quality by engaging in activities such as writing unit and integration tests, reviewing test plans and documenting test casesFamiliarity with developing REST APIs to power the front-end Requirements: Bachelor's degree in Computer Science or related field. Master's degree preferred2+ years of overall software development experience1+ years of Modern Javascript experience, including concepts like asynchronous programming, closures, types and ES61+ years of web fundamentals experience, including concepts like layout, cross browser compatibility, and accessibilityExperience developing software applications for the web using languages and frameworks such as Java, Angular, React etc.Experience with test automation frameworks such as Junit, Karma, Protractor etc.Fundamental knowledge of Object Oriented Design principlesUnderstanding of relational databases and SQLExperience with Agile Development, SCRUM or a similar software development life cycle processAbout Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron’s2 with 170+ planner offices across the country and entrusted by more than 1.2 million clients to manage more than $213 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.For more information, visit www.EdelmanFinancialEngines.com and www.FinancialEngines.com© 2019 Edelman Financial Engines™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results.For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and reach out to Jill O’Connell (857-305-8555 or joconnell@edelmanfinancialengines.com) with any questions.Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.1 Ranking and status for 2019. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/);2 The 2019 Top 50 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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Sep 13th, 2020 01:20AM
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Sep 13th, 2020 01:20AM
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Financial Engines
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private:edelmanfinancialengines
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www.edelmanfinancialengines.com
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www.edelmanfinancialengines.com
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Sep 30th, 2020 12:00AM
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Staff Salesforce Developer
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Open
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Technology
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Bangalore, Karnataka, India
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Bengaluru
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Karnataka
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IND
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Sep 29th, 2020 12:00AM
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Edelman Financial Engines is seeking an experienced Senior Salesforce Developer to join the team in Bangalore, India. This individual is a talented, passionate, and results-oriented Salesforce Developer with experience working on large-scale innovative projects. As a Staff Engineer on the Salesforce team, you'll work closely with other engineering teams and business stakeholders to document, design, and lead the implementation of technical solutions. If you are looking to be part of a high-caliber team and possess solid software engineering principles – this may be the opportunity for you!ResponsibilitiesRecommend solutions to improve and simplify the customer experienceSeek out ways to utilize Salesforce to improve processes and productivity, and make recommendations to support an organization scaling at a rapid paceBuilds reports and dashboards and maintains a solid information architecture within the database across all applicationsProvides Tier 3 support and resolution of issues escalated by IT Customer SupportAudit, uncover and resolve data integrity issues continually within Salesforce and integrated systemsDocument technical design using UML, especially Sequence and Use Case diagramsProvide leadership by mentoring othersTake technical ownership of features and initiativesParticipate in code reviews – be willing to accept and give feedback to peersQualificationsBachelor's degree required in Information Systems, Computer Science, or equivalent4+ year(s) experience developing Salesforce in a 500+ person companySalesforce Platform Developer Certification Skills & Abilities5+ years of proven experience developing using Flows, APEX, Text Classes and Lightning technologies, REST, APIs, SOQL/SOSL, BULK, and Streaming APIAbility to write Apex Classes applying Object-Oriented fundamentals and patternsUnderstanding of scalable solutions and Salesforce best practicesStrong knowledge of testing and release processesCustomizations of Reports, Dashboards, Workflows, Approval ProcessesExperience with enterprise integration tools and extract, transformation, and load (ETL) tools SnapLogic experience preferredJava and Marketo experience is a big plusAbout Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron’s2 with 150+ planner offices across the country and entrusted by more than 1.2 million clients to manage more than $220 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, visit www.EdelmanFinancialEngines.com and www.FinancialEngines.com © 2019 Edelman Financial Engines™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. 1 Ranking and status for 2019. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2 The 2019 Top 50 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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Sep 30th, 2020 05:40AM
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Sep 30th, 2020 05:40AM
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Financial Engines
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private:edelmanfinancialengines
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www.edelmanfinancialengines.com
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www.edelmanfinancialengines.com
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Oct 23rd, 2020 12:00AM
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Trading Manager
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Open
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Client Support
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Henrico, VA, United States
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Henrico
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VA
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USA
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Sep 24th, 2020 12:00AM
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Edelman Financial Engines is seeking a dynamic player coach as a Trading Team Manager. This position will oversee all areas of the Trading Department. Managing, monitoring, and reporting for the Trading department, maintaining the accuracy and ongoing functionality of Firm managed model rebalancing methodologies, partnering with Investment Management to implement new initiatives, supporting the Department related needs of all Financial Planning Teams and internal stakeholders and manage the relationship with our custodial trade desk. ESSENTIAL DUTIES & RESPONSIBILITIESLead and develop a team of Trading Specialist and AnalystsDevelop ongoing strategic priorities for Trade Desk. Maintain alignment with the goals and needs of Client Operations, Investment Management, the Planning Team Organization and overall business objectivesDesign, implement, and maintain trade/rebalance methodology and model allocations in Trade Management system.Build positive relationships with internal customers; develop rapport withteams in different functional areas across the organization to provide high quality serviceBuild an environment that cultivates teamwork, open communication, shared problem resolution and a strong sense of urgency to resolve client issuesInnovate, implement new ideas, and share feedback based on experience to introduce new efficiencies to existing business processesMonitor all Department input channels. Evaluate their trends and determine opportunities for improvementCreate and maintain policies and procedures and metrics for the Department and key stakeholdersPROBLEM SOLVING/JUDGEMENTMust be comfortable applying sound judgment towards independent decision makingThe individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfullyThe position requires a high degree of analytical thinking and problem-solving. Must be able to troubleshoot and resolve issues of quantitative, qualitative, and structural varietyPosition requires high level of responsibility regarding confidential information; must maintain confidentiality and adherence to company policy regarding confidential information at all timesREQUIRED SKILLSBachelor’s degree in Business, or equivalent in work experience; prefer previous experience in financial services retirement industryMinimum 5 years financial services industry experience specifically in a broker/dealer or registered investment advisor environment requiredPrior team management experience with strong interpersonal management skillsIn-depth understanding of finance, financial markets, and investmentsStrong customer service and communication skills; ability to collaborate with internal clients and external business partnersMust be highly detail-oriented, possess excellent organizational skills and documentation methodologiesProven experience in Trading, Order Management and ExecutionRequires effective oral and written communication skillsExcellent interpersonal skills, as necessary to work effectively with staff at all levelsHigh degree of computer literacy required. Comfortable in technology and data driven environmentsAdaptability - the individual adapts to changes in the work environment, manages competing demands and can successfully navigate through periods of frequent change, delays, or unexpected eventsAbility to be an active team participant is essentialAdditional CriteriaPassion for client services and client satisfaction with a knack for effective problem solvingDetail oriented and the ability to prioritize issues for appropriate escalationAbility to create a positive and dynamic team atmosphere while motivating othersAbility to influence at all levels of management both internally and externally About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron’s2 with 168 planner offices across the country and entrusted by more than 1.2 million clients to manage more than $192 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, visit www.EdelmanFinancialEngines.com and www.FinancialEngines.com © 2019 Edelman Financial Engines™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results. For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and reach out to Jill O’Connell (857-305-8555 or joconnell@edelmanfinancialengines.com) with any questions. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. 1 Ranking and status for 2019. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2 The 2019 Top 50 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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Oct 23rd, 2020 08:51AM
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Oct 23rd, 2020 08:51AM
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Financial Engines
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private:edelmanfinancialengines
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www.edelmanfinancialengines.com
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www.edelmanfinancialengines.com
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Oct 23rd, 2020 12:00AM
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Director of Diversity, Equity & Inclusion
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Open
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Corporate Support
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Boston, MA, United States
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Boston
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MA
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USA
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Sep 24th, 2020 12:00AM
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The Director of Edelman Financial Engine’s Diversity, Equity and Inclusion (DE&I) and Employee Advocacy office will report to the Head of Talent and be a critical member of the Edelman Financial Engines organization. The Manager/Director will partner with senior leadership, the executive team, the Human Resources team and our Employee Resource Group (ERG) founders and leaders to develop and drive a results-oriented DE&I strategy with a bias for action(s). This strategy will further support and advance our organizational and employee commitment to DE&I as well as aid in achieving our business goals. This leader will actively participate across our community focusing on programs, practices and policies that are aligned with our enterprise strategy and priorities.This leader must have a strong understanding of diversity, equity, and inclusion and will foster and build cultural competence. A successful candidate is well versed in and evangelizes the business case for DE&I and focuses on driving progress and results that are directly tied to our overall collective success. A high level of comfort is required in facilitating sensitive conversations and topics, educating employees, as well as creating meaningful and productive partnerships with Human Resources’ centers of excellence and business partners as well as other business groups across the firm.The role will also focus on internal employee advocacy through several different systematic and organic listening and discussion channels and in turn prioritize and address the mutual needs of our business and employees. Key Stakeholders:EmployeesManagers/LeadersHRBPsRelated COEsInternal Business PartnershipsExternal vendors/organizationsPriorities: Identify existing strengths and organizational best practicesAssess existing opportunity to cultivate a diverse, equitable and inclusive workplace, marketplace and business strategyIntroduce models of governance, progress and results measurementAssess leadership DE&I competency and organizational capabilityFurther develop and implement our DE&I strategy and ensure DE&I is present throughout all aspects of our culture, the employee life cycle, client service and business practicesAct as the Edelman Financial Engines representative and liaison with external Diversity Partner OrganizationsAct as a partner to procurement to coordinate external vendor relationshipsProvide DE&I thought leadership to program and project delivery and lead continuous improvement effortsCreate and uphold a culture of accountability and transparency with the HR organizationManage employee listening channels and forums acting as an advocate and ambassador of changeQualifications: The ideal candidate will have the following attributes:Bachelor's degree in a related discipline or equivalent work experience requiredMinimum 5 years’ experience in D&I; thorough understanding of concepts related to diversity, inclusion and cultural competencyStrong program and project management experience requiredHigh degree of organization and ability to manage multiple, competing projects and priorities simultaneouslyExcellent interpersonal skills to build relationships with cross-functional and remote teams at all levels of the organizationHigh detail orientation with the ability to see the big pictureAbility to effectively communicate both verbally and in writingMaintain confidentialityAbout Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron’s2 with 150+ planner offices across the country and entrusted by more than 1.2 million clients to manage more than $220 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, visit www.EdelmanFinancialEngines.com and www.FinancialEngines.com © 2019 Edelman Financial Engines™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results. For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and reach out to Jill O’Connell (857-305-8555 or joconnell@edelmanfinancialengines.com) with any questions. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. 1 Ranking and status for 2019. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2 The 2019 Top 50 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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Oct 23rd, 2020 08:51AM
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Oct 23rd, 2020 08:51AM
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Financial Engines
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private:edelmanfinancialengines
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www.edelmanfinancialengines.com
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www.edelmanfinancialengines.com
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Oct 23rd, 2020 12:00AM
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Senior Financial Advisor (Metairie, LA)
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Open
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Financial Advisory
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Metairie, LA, United States
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Metairie
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LA
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USA
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Sep 24th, 2020 12:00AM
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Edelman Financial Engines was founded on the idea that everyone deserves clear financial advice and guidance. We provide objective, fee-based advice and asset management, with an aim to help our customers build a better financial future.Edelman Financial Engines has 180 locations nationwide to serve our clients. With more than $200 billion in assets, we are the nation's largest independent Registered Investment Advisor. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. As a Financial Planner with our firm, you will have no sales goals or quotas that prevent you from serving each client’s best interests, with a compensation program that aligns you with your client instead of creating conflicts between you. If you believe that hard work should lead to success, then Edelman Financial Engines may be the firm for you.What is Edelman Financial Engines looking for?We are actively recruiting a Senior Financial Advisor for our office. If you are an experienced financial advisor with a proven track record of effectively serving clients and able to manage a growing practice, let’s talk. Edelman Financial Engines Senior Financial Advisors provide independent, fee-based investment advice and wealth management advice and services. We are recognized thought leaders constantly providing our advisors the tools, systems and opportunities they need to add value for their clients.Consumers choose to become our clients because our advisors effectively evaluate their situations, analyze their needs, develop and present a compelling set of recommendations, and build effective relationships to help them achieve their financial goals.Why is Edelman Financial Engines different?You’ll engage in no marketing activities. At other firms, advisors spend as much as a third of their time looking for clients. That doesn’t happen at Edelman Financial Engines. Our national reputation and brand positioning causes hundreds of thousands of consumers, investors and households to seek us out. Your role will be to serve their best interests, providing outstanding financial advice and guidance to those who request it. No prospecting!Premier, ongoing training program, including continuing advisor education on topics vital to our clients, including investments, tax law, estate planning, retirement planning, Social Security & Medicare, privacy protection and much moreA dedicated team of experienced and talented Client Service Managers who provide support to you in every officeState-of-the-art retirement planning tools and software, to help you deliver the right advice to your clientsBase salary and bonus opportunity, with premier benefits including employer matched 401(k) planAn objective, conflict-free model centered around our clients’ best interestsWhat do you need to be successful at Edelman Financial Engines?Direct client-facing experience in a fee-based wealth management or planning roleResults driven mindset with a proven ability to form relationships and convince people to become clientsMust possess an active Series 65 (or be willing to obtain one)Strong desire for performance-driven compensation and growing earnings potentialA Clean U-4A Certified Financial Planner (CFP) or other certification is preferred but not required About Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron’s2 with 170+ planner offices across the country and entrusted by more than 1.2 million clients to manage more than $213 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.For more information, visit www.EdelmanFinancialEngines.com and www.FinancialEngines.com© 2019 Edelman Financial Engines™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results.For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and reach out to Jill O’Connell (857-305-8555 or joconnell@edelmanfinancialengines.com) with any questions.Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. 1 Ranking and status for 2019. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2 The 2019 Top 50 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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Oct 23rd, 2020 08:51AM
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Oct 23rd, 2020 08:51AM
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Financial Engines
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private:edelmanfinancialengines
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www.edelmanfinancialengines.com
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www.edelmanfinancialengines.com
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Oct 23rd, 2020 12:00AM
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Senior Financial Advisor (Burlington, MA)
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Open
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Financial Advisory
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Burlington, MA, United States
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Burlington
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MA
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USA
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Sep 24th, 2020 12:00AM
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Edelman Financial Engines was founded on the idea that everyone deserves clear financial advice and guidance. We provide objective, fee-based advice and asset management, with an aim to help our customers build a better financial future.Edelman Financial Engines has 180 locations nationwide to serve our clients. With more than $200 billion in assets, we are the nation's largest independent Registered Investment Advisor. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. As a Financial Planner with our firm, you will have no sales goals or quotas that prevent you from serving each client’s best interests, with a compensation program that aligns you with your client instead of creating conflicts between you. If you believe that hard work should lead to success, then Edelman Financial Engines may be the firm for you.What is Edelman Financial Engines looking for?We are actively recruiting a Senior Financial Advisor for our Burlington, MA office. If you are an experienced financial advisor with a proven track record of effectively serving clients and able to manage a growing practice, let’s talk. Edelman Financial Engines Senior Financial Advisors provide independent, fee-based investment advice and wealth management advice and services. We are recognized thought leaders constantly providing our advisors the tools, systems and opportunities they need to add value for their clients.Consumers choose to become our clients because our advisors effectively evaluate their situations, analyze their needs, develop and present a compelling set of recommendations, and build effective relationships to help them achieve their financial goals.Why is Edelman Financial Engines different?You’ll engage in no marketing activities. At other firms, advisors spend as much as a third of their time looking for clients. That doesn’t happen at Edelman Financial Engines. Our national reputation and brand positioning causes hundreds of thousands of consumers, investors and households to seek us out. Your role will be to serve their best interests, providing outstanding financial advice and guidance to those who request it. No prospecting!Premier, ongoing training program, including continuing advisor education on topics vital to our clients, including investments, tax law, estate planning, retirement planning, Social Security & Medicare, privacy protection and much moreA dedicated team of experienced and talented Client Service Managers who provide support to you in every officeState-of-the-art retirement planning tools and software, to help you deliver the right advice to your clientsBase salary and bonus opportunity, with premier benefits including employer matched 401(k) planAn objective, conflict-free model centered around our clients’ best interestsWhat do you need to be successful at Edelman Financial Engines?Direct client-facing experience in a fee-based wealth management or planning roleResults driven mindset with a proven ability to form relationships and convince people to become clientsMust possess an active Series 65 (or be willing to obtain one)Strong desire for performance-driven compensation and growing earnings potentialA Clean U-4A Certified Financial Planner (CFP) or other certification is preferred but not requiredAbout Edelman Financial EnginesSince 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron’s2 with 170+ planner offices across the country and entrusted by more than 1.2 million clients to manage more than $213 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.For more information, visit www.EdelmanFinancialEngines.com and www.FinancialEngines.com© 2019 Edelman Financial Engines™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results.For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and reach out to Jill O’Connell (857-305-8555 or joconnell@edelmanfinancialengines.com) with any questions.Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. 1 Ranking and status for 2019. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2 The 2019 Top 50 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth
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Oct 23rd, 2020 08:51AM
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Oct 23rd, 2020 08:51AM
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Financial Engines
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