Director, Financial Planning

Edelman Financial Engines, LLC

2d•$125,000 - $350,000

About The Position

Edelman Financial Engines seeks an experienced financial advisor to provide objective, fee-based advice and asset management, helping clients build a better financial future. The firm acts as a fiduciary and does not seek or accept financial incentives, commissions, or third-party compensation for its investment recommendations. The role focuses on serving clients who request advice and does not involve marketing activities. Advisors receive continuing education and support from dedicated Client Service Managers and retirement-planning tools and software. The successful candidate will evaluate client situations, analyze needs, develop and present recommendations, and build relationships that help clients work toward their financial goals. The position offers a base salary with performance-based compensation and growing earnings potential. The anticipated total target cash range is $125,000–$350,000, consisting of base salary and bonus. Pay is determined based on factors including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. The role may also be eligible for other 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 forming relationships.
Interest in a role with a 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) certification or another certification is desired but not required.

Responsibilities

Serve clients' best interests by providing outstanding financial advice and guidance.
Evaluate client situations and analyze their needs.
Develop and present compelling recommendations.
Build positive relationships with clients.
Influence clients to improve their financial well-being.