Edelman Financial Engines

Creative Director, Copy (Remote)

Edelman Financial Engines  •  $134k - $179k/yr  •  United States (Remote)  •  24 days ago
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Job Description

   Creative Director, Copy (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. We’re seeking a Creative Director, Copy, to help lead a new era of storytelling at Edelman Financial Engines — one that makes the complex more human, the financial more emotional, and the trusted feel fresh. This is a senior leadership role for a writer and thinker who believes great financial marketing starts with empathy and clarity — and who can turn insight into stories that inspire confidence, action, and belief. Reporting to the VP, Brand & Creative, you’ll partner closely with the Creative Director, Art to concept and craft brand campaigns, content platforms, and marketing narratives that connect strategy to emotion. Your words will shape how millions of people understand not just their money — but their potential.You’ll lead a team of writers and content creators who bring craft, curiosity, and conviction to every brief, guiding them toward ideas that are as intelligent as they are human. Responsibilities: 
  • Lead the tone and storytelling expression of the Edelman Financial Engines brand across all touchpoints.
  • Partner with art directors to create integrated campaigns that drive brand relevance and performance.
  • Develop ideas that simplify complex financial topics into clear, emotionally resonant stories.
  • Mentor and coach writers, helping them elevate their craft and voice.
  • Collaborate with brand strategy, content, and product teams to ensure a unified creative vision across every channel.
  • Push the creative boundaries of what financial marketing can be — without losing clarity, humanity, or trust.
  • Maintain a high standard of creative excellence across all written work, from conceptual campaigns to everyday content.
  • Champion the role of writing and storytelling within the broader Edelman Financial Engines culture.
 Requirements: 
  • 10+ years of experience in brand storytelling and creative writing, ideally across both agency and in-house environments.
  • 5+ years leading and mentoring creative teams.
  • A portfolio that demonstrates conceptual excellence, clarity of thought, and range of tone across mediums.
  • Proven ability to turn strategy into story and insight into language that moves people.
  • Deep familiarity with modern content and campaign ecosystems — from brand film to digital and social.
  • Curiosity for how creativity, technology, and human behavior intersect — and how language can move between them.
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $134,400 - $179,200. 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.   For California residents, please see the link for the Privacy Notice for Candidates California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.  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 HRQ@EdelmanFinancialEngines.com  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. 
Edelman Financial Engines

About Edelman Financial Engines

For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.

Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 2024).

Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement.

In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Santa Clara, California
Year Founded
1987
Website
edelmanfinancialengines.com
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