Edelman Financial Services

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Edelman Financial Services – Why Work For Us?

undefinedAcclaimed Financial Advisor
Ric Edelman has been three times ranked the #1 Independent Financial Advisor in the nation by Barron's. In 2012, the highly regarded industry website, RIABiz.com, named Ric one of the “ten most influential figures” in the investment advisory field.1Ric has appeared on the cover of two industry publications (Financial Advisor, April 2012, and The Register, December 2011), and Financial Planning magazine in 2012 named Ric one of nine advisors with "vast Twitter followings."2 Ric is also a sought after speaker at major industry conferences.

Ric is a member of the Financial Advisor Hall of Fame sponsored by Research magazine3and the CNBC Digital Financial Advisors Council. Edelman Financial Services was named by Inc. magazine as one of the fastest growing privately held financial planning firm in the country for three years in a row in the late 1990's.4

Ric graduated from Rowan University in 1980 and the university bestowed upon him an honorary doctorate  in 1999. He is on the advisory board of Rowan’s College of Communication and Creative Arts. In December 2012, Ric graduated from the Executive Program from Singularity University.

Best-Selling Author
Ric is a #1 New York Times best-selling author. With more than 1 million copies collectively in print, his seven books on personal finance have been translated into several languages and educated countless people worldwide. The Truth About Money was recognized with an Excellence in Financial Literacy Education (EIFLE) Book of the Year Award from the Institute for Financial Literacy (March 2011), a Gold Medal Axiom Award (March 2012), an Apex Award (June 2011), and was named Book of the Year by Small Press magazine (1997).The Lies About Money was awarded the Axiom Personal Finance Book of the Year (March 2008) and an EIFLE Award (October 2009).5 Ric's eighth book, The Truth About Retirement Plans and IRAs, a #1 national bestseller,6 was published in April 2014.

Award-Winning Host of Radio and Television Shows 
Ric's radio show has been on the air for more than 20 years and is heard throughout the country, enjoying more than 1 million listeners every week. In 2014, Ric was named among the "Heavy Hundred" in the radio industry by TALKERS magazine.7 Ric's television show,The Truth About Money with Ric Edelman, airs on more than 200 public television stations across the country and has won 8 Telly Awards.

Award-Winning Educator
Ric appears on stage frequently, talking to thousands of people every year, and is widely acknowledged as an entertaining and informative speaker. He has testified before Congress three times, participated in an SEC Roundtable and appointed by Presidents Bill Clinton and George W. Bush as a delegate to all three National Summits on Retirement Savings. Ric taught personal finance at Georgetown University for nine years, publishes an award-winning 16-page monthly newsletter and his website offers comprehensive and free personal finance education.

Philanthropic Activities
Ric is active in community service. He served five years on the board of the United Way of the National Capital Area, including two years as Chairman. He serves on the Southeast Board of The Boys and Girls Clubs of America, is a member of The Boys and Girls Clubs of Greater Washington Foundation Board and served on the BGCGW Metropolitan Board of Directors for seven years and serves on the BGCGW Leadership Council. He is a Policy Board Member of the American Savings Education Council. and is on the Foundation Board of Directors for the Wolf Trap Foundation for the Performing Arts. Also, Ric formerly served on the boards of Junior Achievement of the National Capital Area and the Washington National Opera. Ric and Jean are benefactors of the Inova Edelman Center for Nursing at Inova Health Foundation and most recently the new Inova Center for Advanced Medical Simulation. They are also benefactors of the Edelman Planetarium at Rowan University. They are also supporters of Northern Virginia Therapeutic Riding Program, HEROES, Make-a-Wish Foundation, The Leukemia & Lymphoma Society and many other charities.

WELCOME to the award-winning investment management firm of Edelman Financial Services. Since 1987, tens of thousands of people just like you have enjoyed the advice and services provided by our experienced financial advisors. Now, thanks to the latest technology, you can enjoy complete access to our investment management services ONLINE!

We Serve...
Most investment management firms require that you invest $250,000, $500,000, $1 million or even more! However, with Edelman Financial Services, you can open an account with just $5,000. Of course, we’re happy to serve our affluent and wealthy individuals, families and organizations who comprise the majority of our clientele, and we’re equally proud to offer our services to the millions of Americans who are turned away by other investment advisors. Indeed, we’ve learned over the years that it’s as much fun helping people become wealthy as it is helping people stay that way! This commitment reflects our dedication to community service.

Our Investment Management...
The Edelman Managed Asset Program® gives you the ability to invest in the same way that institutional investors, pension funds and endowments invest their billions of dollars – using the same time-tested, proven investment strategies they often use.

Many other investment advisors place every client into one of just three investment models – "Are you conservative, moderate or aggressive?" they ask. How silly! You know you don’t fit into some narrowly designed box, and we know it, too. So instead of forcing you into a one-size-fits-all strategy, EMAP features more than 100 asset allocation models, each offering exposure to as many as 19 asset classes and market sectors from the global financial marketplace.


Edelman Financial Services is a great place to work, and it’s all because of our people. So if you want to have a great career and have fun along the way, you've come to the right place.

Our philosophy is simple: A content, well-cared-for workforce leads to happier, more satisfied clients. We've created a family atmosphere that attracts and retains top talent because we know that means long-term relationships with our clients.

We also believe in giving back. Ric and Jean Edelman have donated their time and money to countless organizations throughout the years, and they encourage the staff at Edelman Financial to do the same. The firm matches up to $100 in charitable donations per staff member each year and employees can take a day off each year to volunteer.

Edelman Financial also has a great benefits package that includes a suite of unique advantages:


  • Comprehensive & Competitive Medical/Dental/Vision Coverage
  • Health Care and Dependent Care Flexible Spending Accounts and Short Term Disability
  • Company paid Life Insurance, AD&D Insurance, and Long Term Disability
  • 401k w/company match
  • Paid Holidays (9+ per year)
  • PTO, Volunteer Leave, Birthday Leave, Bereavement Leave, Parental Leave (for Mothers and Fathers)
  • Headquarters location has free fitness center access

Additional and Unusual Benefits

  • Free Financial Planning
  • Employee Charitable donation match program
  • 4 week Paid Sabbatical (eligible 6th year of employment)
  • Service Awards (Rolex watch received at 10 year anniversary)
  • Career Training
  • Employees can register for a chance to receive tickets to Wolf Trap concerts and Washington Nationals games
  • Free Flu shots

Edelman Financial Services Reviews

12 Reviews
12 Reviews
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Ric Edelman
6 Ratings
  • 4 people found this helpful  

    This is my first positive experience working in the financial services industry. (after many years and many companies)

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at Edelman Financial Services full-time (more than a year)


    I love my job for the first time in my life. I've never experienced a culture like this and have worked for several big financial firms. No one is just a number here. You "make your own way" though. Like any job- you have to set yourself apart from those that just want to take home a paycheck. The bad reviews on here are most likely people that want to show up, do as little as possible, and get a big raise. This sense of entitlement can be found anywhere you look- the "I deserve something for nothing" crowd. Ric and Jean have built this company to be what it is today, and their open door policy is second to none! I speak from experience, and they do everything they can to make this the best place to work. The benefits and work-life balance are great. Getting promoted is up to you as an individual. The opportunities are available and yours for the taking!!


    All successful companies have growing pains- we work through them.

    Advice to ManagementAdvice

    Be careful about making the planners the most important people in the company. The team effort we all have is what makes this work.

    Positive Outlook
    Approves of CEO

Edelman Financial Services Interviews

Interview Experience

Interview Experience


Getting an Interview

Getting an Interview


Interview Difficulty


Interview Difficulty



  1. 5 people found this helpful  

    Client Service Associate Interview

    Anonymous Interview Candidate
    Anonymous Interview Candidate
    Application Details

    I applied online – interviewed at Edelman Financial Services.

    Interview Details

    My interview experience was negative in my opinion. I would rather not go into specifics in public but it should have raised a lot of red flags. The first two weeks of the job are spent in Fairfax, VA for training.

    Interview Questions
    • I thought the questions were pretty straight forward. Describe a positive/negative customer service experience, etc.   Answer Question
    Accepted Offer
    Negative Experience
    Easy Interview

Edelman Financial Services Awards & Accolades

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Top Workplaces, The Washington Post, 2014
Best Places to Work in Money Management, Pensions & Investments, 2014

Additional Info

Website www.ricedelman.com
Headquarters Fairfax, VA
Size 150 to 499 Employees
Founded 1987
Type Company - Private
Industry Finance
Revenue $10 to $25 million (USD) per year

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