Director, Associate Financial Planners

Edelman Financial Engines

39d•Remote

About The Position

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 Director, Associate Financial Planners you’ll play a pivotal role leading a team of Associate Financial Planners in support of our Financial Planners across the country to help drive client acquisition, retention and expanded client value through our wealth service offerings and provide an outstanding client experience.

Requirements

5 years in financial services sales management leading a team across a distributed, multi-state territory
5+ years direct experience leading a workforce of 10 or more individuals including responsibility for recruiting, retention and overall performance management
Confirmed ability to lead and empower sales staff
Deep understanding of financial services, comprehensive financial planning, and RIAs
FINRA Series 65 Required
Bachelor’s degree in business or finance; or equivalent industry experience

Nice To Haves

Certified Financial Planner designation preferred

Responsibilities

Lead a team of about 30 Associate Financial Planners (AFPs) who support various planners across the country to drive client acquisition, retention, and net new asset flows for the Wealth Planning Group.
Coach and develop AFPs to perform financial planning analysis for clients including, but not limited to: retirement, investments, estate, tax education funding real estate and risk management needs analysis.
Coach AFPs to master the use of internal tools such as FPT, Holistiplan, TED, Orion and other new tools that are introduced.
Drive priorities and areas of focus in partnership with the planners through ongoing performance management for the AFPs.
Partner effectively across the organization to help drive an outstanding client experience, while also managing risk and adhering to corporate policies and procedures.
Partner with AFPs and their planners to establish personal and professional goals to meet company goals and provide timely and accurate feedback to senior leaders on AFP performance.