Director, Financial Planning (Woodland Hills)

Edelman Financial Engines•Los Angeles, CA

About The Position

Edelman Financial Engines is hiring a Director, Financial Planning to provide objective, fee-based financial advice and asset management to clients who have already enrolled with the firm. The role focuses on understanding clients’ circumstances, delivering comprehensive planning and recommendations, and helping them make informed decisions to improve their financial well-being. The firm qualifies, enrolls, and assigns clients to advisors, so this role does not involve marketing activities or converting prospects. Advisors receive continuing education and support from dedicated Client Service Managers, along with retirement-planning tools and software. Success is measured through client satisfaction, retention, relationship development, and organic growth from existing client relationships. The position is based in Woodland Hills. The anticipated total target cash range is $125,000–$350,000, comprised of base salary and bonus. Final base pay depends on factors including responsibilities, skills, relevant experience, geographic location, and market conditions. The role may also be eligible for a discretionary bonus and benefits such as health, dental, other wellness plans, and 401(k) contributions.

Requirements

Direct client-facing experience in a fee-based wealth management or planning role.
A results-driven approach and a consistent track record of building and maintaining strong client relationships.
Demonstrated ability to deliver comprehensive financial planning and generate organic growth through client retention, referrals, and relationship development.
Must possess an active Series 65.
Must possess an active Health and Life Insurance license or obtain it within the first three months of employment.
A clean U-4.
Desire for a role with base salary, performance-based compensation, and growing earnings potential.

Nice To Haves

Certified Financial Planner (CFP) or another certification is desired but not required.

Responsibilities

Serve clients’ best interests by providing outstanding financial advice and guidance.
Build trusted, long-term relationships with clients who have engaged with the firm and seek ongoing planning and advice.
Evaluate client situations and analyze their needs.
Develop and present compelling recommendations.
Deliver comprehensive financial planning across all areas of clients’ financial lives.
Build positive relationships with clients.
Identify opportunities to deepen client engagement and expand planning discussions as clients’ needs evolve.
Generate organic growth through client service, trusted advice, and relationship management that leads to referrals, introductions, and additional assets from existing relationships.
Influence clients to improve their financial well-being.
Drive client retention and satisfaction through advice, service, and relationship management.