Edelman Financial Services

  www.ricedelman.com
  www.ricedelman.com

Edelman Financial Services Jobs & Careers

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Show:  All Results Last 7 Days
15 days ago

Client Service Associate

Edelman Financial Services Tysons Corner, VA +9 locations

• Executing investment buy and/or sell orders • Analyzing reports to determine appropriate action to be taken on behalf of client accounts… Edelman Financial Services


12 days ago

Talent Acquisition and Sourcing Specialist

Edelman Financial Services Fairfax, VA +2 locations

• Engage in a full scope of talent acquisition activities sourcing, interviewing, evaluating and referring qualified candidates for Financial Planner… Edelman Financial Services


22 days ago

New Accounts Specialist

Edelman Financial Services Richmond, VA

• Review new account documentation • Generate OFAC report • Assign new account numbers as needed • Initiate process to obtain… Edelman Financial Services


21 days ago

Financial Planner

Edelman Financial Services Alexandria, VA +14 locations

If you are an experienced advisor with a strong planning background, let's talk. We're looking for talented professionals who want to serve the… Edelman Financial Services


12 days ago

Financial Planner Manager

Edelman Financial Services Fairfax, VA

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… Edelman Financial Services


28 days ago

Project Manager

Edelman Financial Services Fairfax, VA

include: • Lead and manage project efforts responsible for the creation, implementation, and adoption of new systems, functionality and/or… Edelman Financial Services


28 days ago

Tax Manager

Edelman Financial Services Fairfax, VA

• Research and document accounting and tax issues • Assist in special projects with the VP… Edelman Financial Services


28 days ago

Client Service Administrative Assistant

Edelman Financial Services Alexandria, VA +2 locations

This position provides floating administrative support to one or more Financial Planning teams, as well as Ric-E Trust, and acts as liaison between… Edelman Financial Services


2 days ago

Retirement Plans Analyst – new

Edelman Financial Services White Plains, NY

• Conduct or assist team in conducting enrollment meetings including educating individual plan participants • Assist and support Retirement Plans… Edelman Financial Services


20 days ago

Edelman Direct Advisor

Edelman Financial Services Tempe, AZ

include: • Spend time with prospective clients who contact Edelman by phone or web to identify needs and suitability for our financial planning… Edelman Financial Services


Edelman Financial Services Reviews

11 Reviews
3.1
11 Reviews
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Ric Edelman
6 Ratings
  1. 1 person found this helpful  

    Great Company that rewards hard work

    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Edelman Financial Services

    Pros

    Edelman has been nothing but a positive experience for me having been here for over five years. They've given me the opportunity to learn many facets of the RIA business, which is very different than my previous experience at a larger firm, where I had a very specific job function, and little exposure to departments outside of my own. They cultivate an environment where I feel comfortable approaching just about anyone- regardless of his or her title- with questions or advice. It's very much a roll up your sleeves and dive in environment, so if you are of the "it's not my job" mindset, then it's probably not the place for you. I've worked hard, asked questions, and taken on the challenges I've been given even if they are a little outside of my normal role, and have been rewarded for doing so. I am not in the home office, but with our many means of communication, I have been able to build strong relationships throughout the firm and across many departments.

    Cons

    We are still working on how to go from a small firm to a large firm, preserving our culture but being realistic with our approach.

    Advice to ManagementAdvice

    Continue to actively communicate firm wide goals and values, and continue to encourage those in leadership roles in the firm to set the example of what it means to live out our core values.

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