Client Success Manager
Edelman Financial EnginesNew York, New York, United States • Phoenix, Arizona, United States
Posted April 2, 2026
79200 - 92300 USD
Full Time
About the Company
Edelman Financial Engines is an independent wealth planning and workplace investment advisory firm founded over 35 years ago. We provide sophisticated investment modeling tools and comprehensive financial services, including retirement planning, tax planning, and estate planning, to help individuals and families build, grow, and protect their wealth. Our unique blend of high-tech solutions and personalized, high-touch advice sets us apart in the industry, serving more than 1.3 million clients across America.
Job Description
Edelman Financial Engines seeks a Client Success Manager to provide fee-based advice to prospective clients and deliver plans to help meet their financial goals. The role involves a planning and relationship-building process with a strong sales component.
Requirements
- 4+ years experience in a direct client-facing role in a fee-based wealth management or financial advisory organization
- Results-driven approach with a consistent track record to form relationships
- Desire for a role with base salary, performance-based compensation and growing earnings potential
- Active Series 65 or will be required to obtain it within the first three months of employment
- Clean U-4
- Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC) or other certification is desired but not required
Benefits
- Discretionary bonus
- Health, dental and other wellness plans
- 401(k) contributions
