New Client Development Sales Support Associate (Remote)

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As a member of the New Client Development team, you’ll play a pivotal role in supporting our New Client Development (NCD) management team and Sales Planners to help provide an excellent prospect-to-client experience. Our NCD team provides fiduciary advice with a specific focus on turning prospects into clients.

We are looking for someone to help optimize process and reporting, perform quality control, coordinate client and prospect meetings, and perform related administrative functions. If you have a passion to help optimize processes and reporting, are detail oriented, and love being part of a team, then this is the opportunity for you!

Responsibilities:

Review onboarding cases and work with Sales Planner to correct issues or missing information

Create and update Salesforce dashboards to track individual and team production

Create and update daily/weekly/monthly production and metrics reporting for leadership and team distribution

Perform quality control for New Client Inflows (NCI) reporting and other key metrics reporting

Prepare quarterly payment reports for leadership approval

Assist with scheduled meeting planner reassignments due to misrouted sets, double bookings, PTO, STO, etc.

Assist with rescheduling and placing calls to clients when Sales Planners are running long in another client meeting

Monitor inbox for urgent client emails when Sales Planners are out of the office

Triage permission and tech issues with Box, Record Center, DocuSign, FPT, prospect/client portal etc.

Support the firm’s initiatives, assist with any company-wide projects and activities, and attend functions as needed

Participation in projects, task forces, councils, and product rollouts as needed

Requirements:

2+ years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred

Bachelor’s degree preferred

Experience with or comfortable efficiently learning Salesforce and other software applications that are both proprietary and non-proprietary

Excellent communication skills

Critical thinking, attention to detail, and multi-tasking skills required

Able to adapt to changes in the work environment, handle challenging demands and work with frequent change, delays, or unexpected events

Position requires a high level of confidentiality

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $64,200 - $70,300. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com.

© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.

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Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].

1 The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 

2 Edelman Financial Engines data, as of September 30, 2025.