Director, Financial Planning (Fairfax, VA)

Edelman Financial Engines•Fairfax, VA

About The Position

Edelman Financial Engines is seeking an experienced financial advisor 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’ needs, delivering comprehensive financial plans and recommendations, and building trusted, long-term relationships. Advisors do not conduct marketing activities or manage a prospect pipeline; the firm qualifies, enrolls, and assigns clients to advisors. Success is measured by client satisfaction, retention, relationship development, and organic growth through referrals, expanded planning opportunities, and additional assets from existing clients. The firm provides continuing advisor education, dedicated Client Service Managers, and retirement planning tools and software. Compensation includes a base salary and performance-based bonus, with total target cash compensation of $125,000–$350,000. The role may also be eligible for additional compensation and benefits, including a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Requirements

Direct client-facing experience in a fee-based wealth management or financial 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.
Desire for a role with base salary, performance-based compensation, and growing earnings potential.
Active Series 65 license.
Active Health and Life Insurance license, or ability to obtain it within the first three months of employment.
Clean U-4.

Nice To Haves

Certified Financial Planner (CFP) designation or another certification.

Responsibilities

Serve clients’ best interests by providing financial advice and guidance.
Build trusted, long-term relationships with clients seeking ongoing planning and advice.
Evaluate client situations and analyze their needs.
Develop and present 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 exceptional service and relationship management, leading to referrals, introductions, and additional assets from existing clients.
Influence clients to improve their financial well-being.
Drive client retention and satisfaction through advice, service, and relationship management.