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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  • 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 122 advisors and more than 348 support staff serving more than 28,000 clients with more than $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 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 122 advisors and more than 348 support staff serving more than 28,000 clients with more than $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 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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  • Regional Client Service Supervisor: 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 Fairfax, VA office.

    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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