Careers


  • Business Analyst: Fairfax, VA

    Edelman Financial Services, one of the nation’s largest and most well-known financial planning firm, is seeking a skilled Business Analyst for our growing team in Fairfax, VA. The Business Analyst is responsible for gathering project, request, and system requirements from end users to accurately capture scope, scale, risk and objective. The Business Analyst will be responsible for quantifying and thoroughly vetting future work initiatives as well as existing business processes in a fast-paced environment that will often cross multiple business divisions.

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  • Client Service Associate: Fairfax, VA

    Edelman Financial, one of the nation’s largest and most well-known financial planning firms, is seeking a skilled Client Service Associate for our Fairfax, VA location. The Client Service Associate provides full support to one or more Financial Planner, ensuring client satisfaction through direct -contact with clients, vendors, and other operational employees, while adhering to regulatory standards.

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  • Client Service Associate: Loudoun County, VA

    Edelman Financial, one of the nation’s largest and most well-known financial planning firms, is seeking a skilled Client Service Associate for our Loudoun County, VA location. The Client Service Associate provides full support to one or more Financial Planner, ensuring client satisfaction through direct-contact with clients, vendors, and other operational employees, while adhering to regulatory standards.

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  • Compliance Specialist - Registration and Licensing: Fairfax, VA

    Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking a skilled Compliance Specialist – Registration and Licensing for our growing team in Fairfax, VA. As part of the Registration and Licensing Team, this position handles firm and agent FINRA, Investment Adviser (IA) and insurance registration and licensing.

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  • CRM Specialist: Fairfax, VA

    Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking a skilled CRM Specialist for our growing team in Fairfax, VA.

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  • Digital Content Specialist: Fairfax, VA

    Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking a Digital Content Specialist for its Fairfax, VA office. The Digital Content Specialist is responsible for creating and managing an expanding range of digital content. Working closely with other members of the Marketing team, this position will involve hands-on work in content development and management.

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  • Edelman Direct Advisor: Richmond, VA

    Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms is seeking Edelman Direct Advisors to join our newly created team in our Richmond, VA office.

    The Edelman Direct Advisor is responsible for interacting with prospective clients of Edelman Financial Services in order to help them move forward to allow EFS to meet their needs

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  • Financial Planner Manager: Fairfax, VA

    Edelman Financial Services, one of the nation’s largest and most well-known financial planning and investment management firms, is seeking a Financial Planner Manager for our Fairfax office to oversee its growing roster of talented financial advisors. The ideal candidate is a seasoned financial professional with the skills to lead a team of financial advisors. The Manager will train advisors new to our firm as well as mentoring and coaching tenured advisors, all of whom are experienced and successful. Duties include teaching new advisors the firm’s programs, processes and software systems, guiding advisors with case studies, and handling daily administrative issues, including collaboration between advisors and the firm’s operations, trading, IT and compliance personnel.

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  • Financial Planner: Alexandria, VA

    Edelman Financial Services LLC, one of the largest and most well-known financial planning and investment advisory firms in the country, is seeking a skilled Financial Planner to join our firm in our Alexandria, VA office. Our firm is 27 years old, has 117 advisors and more than 341 support staff serving more than 27,000 clients with more than $14.9 billion in assets.* We are attracting more new clients and assets every day — hundreds of people call us each week, having heard of us through our weekly radio and TV shows, media interviews, and through our New York Times best-selling books. These callers are seeking our help in these challenging times.

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  • Financial Planner: Fairfax, VA

    Edelman Financial Services LLC, one of the largest and most well-known financial planning and investment advisory firms in the country, is seeking a skilled Financial Planner to join our firm in our Fairfax, VA office. Our firm is 27 years old, has 117 advisors and more than 341 support staff serving more than 27,000 clients with more than $14.9 billion in assets.* We are attracting more new clients and assets every day — hundreds of people call us each week, having heard of us through our weekly radio and TV shows, media interviews, and through our New York Times best-selling books. These callers are seeking our help in these challenging times.

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  • New Accounts Specialist: Richmond, VA

    Edelman Financial, one of the nation’s largest and most well-known financial planning firms, is seeking a skilled New Accounts Specialist for our Richmond, VA location. The New Accounts Specialist is responsible for reviewing and approving new accounts documentation.

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  • Operations Specialist: Fairfax, VA

    Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking an Operations Specialist. This position will provide assistance in all areas of mailroom processing and provide back office support as necessary including: New Accounts, Accounts Processing, and Cashiering.

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  • Senior Database Developer: Fairfax, VA

    Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking a skilled Senior Database Developer for our growing team in Fairfax, VA.

    The Senior Database Developer will be responsible for developing, enhancing and consolidating the firm’s databases, ETL processes, queries and reporting. Understands data from a technical perspective and implements best practices / efficiencies regarding how the data is stored, queried, transferred and kept secure. In addition, this position will be responsible for the overall business data flow for custom created solutions as well integrated software packages.

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