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Company · Independent financial advisers

Edelman Financial Engines

As of 1 November 2026, Edelman Financial Engines has 40 open roles (11 new in 30 days), its finance & accounting team is hiring most, and its postings name Power BI, Microsoft Excel and Microsoft Outlook as the tools the team works in.

As of 1 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

Boston, United States1001-5000 employees50M-250M revenue, est.B2Cedelmanfinancialengines.com ↗LinkedIn ↗
Headquarters
Boston, Massachusetts, United States
Employees
1001-5000 employees (linkedin)
Sells to
employer-sponsored plan participants, individual investors, employees
Certifications on site
Site languages
EN
Career system
Greenhouse
40open roles · 11 new in 30 days
14tools named in postings
United Stateshiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

Edelman Financial Engines in one screen

Read from edelmanfinancialengines.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What Edelman Financial Engines does

Edelman Financial Engines is a financial planning and wealth management service that provides financial planning, retirement planning, investment management, insurance guidance, tax planning and estate planning for individuals. It offers personalized plans, retirement mapping, personalized portfolios, insurance policy reviews and legacy design. The firm works with over 500 companies to manage employer-sponsored retirement accounts.

personalized financial planretirement mappingpersonalized portfoliosinsurance policy reviewlegacy designestate tax mitigation
Whom it sells to

Named on the site: employer-sponsored plan participants, individual investors, employees.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 566 scored.

AMG Financial GroupUnited States · 201-500 employeesRitholtz Wealth ManagementUnited States · 51-200 employeesGarvin Wealth ManagementUnited States · 501-1000 employeesWealth EnhancementUnited States · 501-1000 employeesOne Pacific Financial StrategiesUnited States · 51-200 employeesThe Wealth Planning GroupCanada · 51-200 employees
03Tech stack, with the evidence

What Edelman Financial Engines says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

Power BIFinance & accounting · high confidence · 2 postings
• Familiarity with planning and reporting tools / languages such as Power BI, Anaplan, Hyperion, SQL, or similar systems
Senior Manager, Financial Planning & Analysis and Investor Relations · first seen 2026-08-31
Microsoft ExcelFinance & accounting · medium confidence · 8 postings
• Detailed knowledge of MS Outlook, Word, and Excel is a must
Associate Financial Planner (Silver Spring, MD) · first seen 2026-06-26
Microsoft OutlookFinance & accounting · medium confidence · 6 postings
• Detailed knowledge of MS Outlook, Word, and Excel is a must
Associate Financial Planner · first seen 2026-06-26
Microsoft WordFinance & accounting · medium confidence · 6 postings
• Detailed knowledge of MS Outlook, Word, and Excel is a must
Associate Financial Planner (Silver Spring, MD) · first seen 2026-06-26
Microsoft PowerPointFinance & accounting · medium confidence · 2 postings
• Strong proficiency in content creation and PowerPoint required, with an eye for creative design and visualizing data and complex topics.
Institutional Client Marketing Associate · first seen 2026-07-29
AdobeMarketing & communications · medium confidence · 1 posting
• Experience with Adobe CDP or similar data and segmentation platforms (e.g., Salesforce Data Cloud, Segment, Tealium, etc)
Lifecycle Marketing Specialist · first seen 2026-09-02
AMPscriptMarketing & communications · medium confidence · 1 posting
• Proficiency with AMPscript
Lifecycle Marketing Specialist · first seen 2026-09-02
CSSMarketing & communications · medium confidence · 1 posting
• Develop responsive, ADA-compliant emails using HTML and CSS, with a focus on modular and scalable design
Lifecycle Marketing Specialist · first seen 2026-09-02
Email on AcidMarketing & communications · medium confidence · 1 posting
• Test emails across devices and clients using tools such as Litmus or Email on Acid
Lifecycle Marketing Specialist · first seen 2026-09-02
HTMLMarketing & communications · medium confidence · 1 posting
• Strong proficiency in HTML and CSS, with a solid understanding of email best practices
Lifecycle Marketing Specialist · first seen 2026-09-02
LitmusMarketing & communications · medium confidence · 1 posting
• Test emails across devices and clients using tools such as Litmus or Email on Acid
Lifecycle Marketing Specialist · first seen 2026-09-02
Salesforce CloudPagesMarketing & communications · medium confidence · 1 posting
• Experience working with CloudPages
Lifecycle Marketing Specialist · first seen 2026-09-02
Salesforce Marketing CloudMarketing & communications · medium confidence · 1 posting
• Hands‑on experience with Salesforce Marketing Cloud or a comparable enterprise‑level marketing automation platform
Lifecycle Marketing Specialist · first seen 2026-09-02
Anaplanlow confidence · 2 postings
• Familiarity with planning and reporting tools / languages such as Power BI, Anaplan, Hyperion, SQL, or similar systems
Senior Manager, Financial Planning & Analysis and Investor Relations · first seen 2026-08-31
On the website or in DNS

Vendors whose code loads on edelmanfinancialengines.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

04Hiring

40 open roles, 24 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at Edelman Financial Engines, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add Edelman Financial Engines to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like Edelman Financial Engines

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 566 scored.

AMG Financial GroupWealth management general · United States201-500 employees
Ritholtz Wealth ManagementWealth management general · United States51-200 employees
Garvin Wealth ManagementWealth management general · United States501-1000 employees
Wealth EnhancementWealth management general · United States501-1000 employees
One Pacific Financial StrategiesWealth management general · United States51-200 employees
The Wealth Planning GroupIndependent financial advisers · Canada51-200 employees
07Profile

From the company's own website

Legal nameEdelman Financial Engines
IndustryBusiness & finance services · Independent financial advisers
Offeringspersonalized financial plan · retirement mapping · personalized portfolios · insurance policy review · legacy design · estate tax mitigation
Target customersemployer-sponsored plan participants · individual investors · employees
Geographic scopeunknown · also Canada
Reviews found
Public contact points0 role addresses · 2 phone numbers
Pages readprivacy, pricing, terms, team, locations, home, imprint, contact, careers, about, services
Datescrawled 2026-08-08 · profiled 2026-08-16 · hiring built 2026-10-27
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

Edelman Financial Engines (Boston, United States, 1001-5000 employees) has 40 open roles, 11 new in 30 days, and names 14 tools in its postings. (Breaknorm, 1 November 2026, https://breaknorm.co/company/edelmanfinancialengines.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from edelmanfinancialengines.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Greenhouse career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

Edelman Financial Engines: questions

Does Edelman Financial Engines use Power BI?

Yes, by the company's own words: 2 postings name it, first seen 2026-08-31, in the finance & accounting team.

Is Edelman Financial Engines hiring?

40 open roles as of 1 November 2026, 11 opened in the last 30 days and 1 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From edelmanfinancialengines.com itself: we crawled it on 2026-08-08, built the profile on 2026-08-16, and read its career site (Greenhouse) hourly since. Headcount is from LinkedIn.

Who should I write to at Edelman Financial Engines?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.

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