Mission: One-on-one attention. Tailor-made financial plans. That’s what we’re about at Edelman Financial Services.
Edelman Financial Services (EFS) is an award-winning investment management firm, established in 1987 by Ric and Jean Edelman. Our team of planners and staff have helped tens of thousands of people by providing financial advice and services. Unlike many investment firms that require anywhere between $250K to $1M+ to invest with them, at EFS you can open an account with just $5,000.
EFS accomplishes this by using the Edelman Managed Asset Program® (EMAP). EMAP gives our clients access to institutional funds using time-tested investment strategies.
At EFS, we know that our clients don’t always fit into the traditional three-pronged investment models of “Conservative”, “Moderate”, or “Aggressive” which is why EMAP features 36 asset allocation models, each offering exposure to as many as 19 asset classes and market sectors from the global marketplace. We’re proud to serve these individuals, families and organizations and provide them with the information they need to reach their financial goals.
One-on-one attention. Tailor-made financial plans. That’s what we’re about at Edelman Financial Services.
“Because Money Doesn’t Come With Instructions…”
Ric Edelman, Executive Chairman of Edelman Financial Services, LLC, a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through EFS and is a Registered Representative and Registered Principal of, and offers securities through, EF Legacy Securities, LLC, an affiliated broker/dealer, member FINRA/SIPC.
Throughout the firm’s 28 year history, EFS and Ric Edelman have been presented with more than 100 business, advisory, communication and community service awards. A complete list of awards won can be requested by contacting the firm at (888)-PLAN-RIC.
Edelman Financial hires individuals who exemplify our culture and value system. This allows us to meet our hiring needs with a diverse pool of experience and skills allowing us to provide top notch service to our clients. Although we are a financial institution, we are able to offer rewarding careers in all areas of our business including Marketing, Human Resources, Technology, Compliance and Client Services – just to name a few!
Our philosophy is simple: An engaged, well-treated 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 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.
Edelman Financial Services offers a wide range of benefit options.
I have been working at Edelman Financial Services full-time (More than 3 years)
If you are someone who enjoys change, Edelman can be a great place to work. The company has been through a lot of change over the past few years with new leadership in place. I believe these are all positive and necessary changes for Edelman to grow and last long term. New positions and opportunities have opened up that would have never surfaced if it weren't for the growth and change.
The culture at Edelman provides for a nice work/life balance. Long hours and working through lunch are discouraged by the majority of supervisors and managers. The tone is set that work is not the most important thing in your life. Generous benefits like sabbaticals and full pay maternity leave further echo this message.
Could be a little more progressive with work flexibility options, especially for roles that are not client facing.
Advice to Management
Focus more on hiring people who fit the culture.
I applied through a recruiter. The process took 2 weeks. I interviewed at Edelman Financial Services (Fairfax, VA) in May 2016.
Initially contacted by HR person, resulting in a half hour discussion over the phone.
2nd interview over Webex with regional manager lasted about an hour. Contacted again by HR person after 2nd interview and scheduled 3rd interview with another manager at HQ in Virginia. This interview also lasted about an hour. Was contacted again by HR person to schedule next interview, which possibly could result in visit or video interview with Senior Management.