Onboarding Specialist

Role overview

Edelman Financial Engines (EFE) helps people pursue financial confidence through advice, planning, and investment support built around their individual goals. The company’s approach centers on understanding clients as people first, then creating strategies that support their needs now and in the future. Its culture is shaped by four core values: Client First, One Team, Respectful Candor, and Endless Curiosity.

In this Onboarding Specialist role, you will join the Shared Support Team and assist multiple Financial Planners across the business. The position is focused on improving planner satisfaction through direct coordination with planners, custodians, and internal operations teams.

The team is seeking someone with solid experience in financial services who can serve as a knowledgeable resource for onboarding workflows, custodian requirements, and administrative support. Strong client service, adaptability, multitasking, communication, relationship-building, and an understanding of wealth management are important for success in this role.

Responsibilities

• Support several planners across different locations with client onboarding, new account setup, and incoming asset transfers.
• Manage service and transfer requests efficiently while keeping priorities organized.
• Prepare new account documentation accurately and ensure accounts are opened correctly and in good order.
• Track recently opened accounts for accuracy and timely processing on the trading platform.
• Coordinate asset transfer administration, monitor fund movement, and work with custodians to resolve issues through to completion.
• Respond to planner requests related to new client setup and update client information in internal systems for future use.
• Confirm that accounts are invested in the proper model and support operations teams where needed.
• Monitor rollovers, funding events, and transfers to make sure all applicable assets move as expected.
• Oversee incoming transfers, ACATs, and rollovers, including issue research and resolution.
• Partner with Operations and custodians on account-opening and transfer requirements.
• Work toward onboarding targets and service-level commitments for accounts that are opened and funded.
• Help prospects and clients access their accounts through the client portal and custodian websites.
• Maintain awareness of risk and compliance, identify issues early, and follow established resolution and regulatory procedures.
• Serve as a go-to resource for planning teams on account-opening and transfer questions or problems.

Requirements

• At least 3 years of relevant experience; experience with a registered investment advisor or broker/dealer is preferred.
• Bachelor’s degree preferred, ideally in business or a finance-related discipline.
• Working knowledge of financial services concepts, products, and offerings.
• Excellent client service ability and strong verbal and written business communication skills.
• Strong judgment, careful attention to detail, and the ability to manage multiple tasks at once.
• Consistently deliver work with a high level of accuracy.
• Comfort with change, shifting priorities, delays, and unexpected situations.
• Ability to handle sensitive information with a high degree of confidentiality.

Compensation and benefits

The expected base salary range for this position in the United States is USD 66,000 to 93,000 per year. Final pay will depend on responsibilities, skills, experience, geographic location, and market conditions.

In addition to base salary, the role is eligible for an annual target cash bonus and may qualify for additional cash bonuses tied to individual contributions, client introductions, team growth, and performance. Bonus details are shared during the hiring process and after joining.

Specific benefits information will be shared by the recruiter during the hiring process.

About the company

Founded in 1986, Edelman Financial Engines focuses on acting in clients’ best interests and making financial planning and investment advice more accessible. The firm supports more than 1.27 million clients across 140+ offices and manages over $324 billion in assets. Its model blends technology with dedicated human guidance to deliver personalized financial support.

Equal opportunity and accommodations

The company supports fair hiring based on merit and ability, without discrimination based on race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital or partnership status, national origin, citizenship, ancestry, ethnicity, genetic information, age, disability, military service, or veteran status.

If you need a reasonable accommodation due to a disability during the hiring process, you may request support through your recruiter or the talent acquisition contact provided by the company.

Additional notices

The role’s compensation approach is market-based, and the company notes that bonus opportunities can make up a meaningful part of total cash earnings. The company also states that California residents should review the candidate privacy notice, which explains how personal information is collected and used.

The company also includes trademark, advisory-services, and results-disclaimer language, noting that advisory services are provided by Financial Engines Advisors L.L.C., that certain services are educational and guidance-based only, and that results are not guaranteed.