Careers


  • 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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  • Facilities Administrator: Fairfax, VA

    Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking a Facilities Administrator for our Fairfax, VA location.

    The Facilities Administrator will provide support in all areas of the Facilities department.

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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 28 years old, has 127 advisors and more than 368 support staff serving more than 29,000 clients with $15 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 bestselling 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 28 years old, has 127 advisors and more than 368 support staff serving more than 29,000 clients with $15 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 bestselling books. These callers are seeking our help in these challenging times.

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  • Financial Planning Analyst: Tysons Corner, VA

    Edelman Financial, one of the nation’s largest and most well-known financial planning firms, is seeking a skilled Financial Planning Analyst for our Tysons Corner, VA location.

    The Financial Planning Analyst serves to assist Financial Planners in various aspects of the financial planning process while complying with all regulatory guidelines.

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  • Marketing Communications Writer: Fairfax, VA

    Edelman Financial Services, one of the nation’s largest and most well-known financial planning firm, is seeking a skilled Marketing Communications Writer to join our growing Marketing team.

    The Marketing Communications Writer is responsible for the creation of short-and-long form external marketing content to drive engagement in personal finance among diverse audiences.  This person will develop, write and edit content for a wide variety of on-and-offline channels.

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  • New Accounts Specialist: Fairfax, 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 HQ in Fairfax, VA.

    The New Accounts Specialist is responsible for reviewing and approving new accounts documentation.

     

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  • Regional Director of Financial Planning: Fairfax, VA

    Edelman Financial Services, one of the nation’s largest and most well-known financial planning firms, is seeking a skilled Regional Director, Financial Planning in the Fairfax, VA area.

    This position is to provide training to new financial advisors, work on skills development and knowledge for existing advisors, solve advisors needs, develop and carry out processes and new projects as needed.

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  • Regional Supervisor of Client Services: Fairfax, VA

    Edelman Financial, one of the nation’s largest and most well known financial planning firms, is seeking a skilled Regional Client Service Supervisor for our headquarters in Fairfax, VA.

    The Regional Client Service Supervisor will act as a resource for Client Service Associates (CSAs) and Financial Planners on Operational- and Service-related tasks. She/he serves as an intermediary among the Client Service Managers, various operations personnel, and the Financial Planning Teams as needed or when an issue is escalated. This person will also review and process new client information, maintain current client data, verify all client account maintenance functions, ensure client satisfaction and adhere to regulatory standards.  The Supervisor is responsible for ensuring that his/her branches are fully staffed (including conducting interviews for new CSAs as needed) and fully compliant with corporate standards.  Frequent travel is required within his/her region to inspect branches and ensure policies and procedures are being followed. She/he may supervise up to 20 Client Service Associates based on the number of branches in his/her region.

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  • Retirement Plans Analyst: Alexandria, VA

    Edelman Financial Services, one of the nation’s largest and most well-known financial planning firm, is seeking a skilled Retirement Plans Analyst for our Alexandria, VA office.

    This position provides support to the Retirement Planning Manager and Director by ensuring client satisfaction on an employer and participant level and adheres to regulatory standards.

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