Director, Financial Planning (Woodland Hills)

Edelman Financial Engines, LLC•Los Angeles, CA

7d•$125,000 - $350,000

About The Position

Edelman Financial Engines is hiring a Director, Financial Planning to provide objective, fee-based financial advice and asset management to clients. The role focuses on clients who have already enrolled with the firm, allowing the advisor to concentrate on comprehensive planning, informed decision-making, and long-term client relationships rather than prospect conversion or marketing. The firm provides continuing advisor education, dedicated Client Service Managers, and retirement planning tools and software. The position centers on serving clients' best interests, evaluating their circumstances, developing and presenting recommendations, and supporting their financial goals across all areas of their financial lives. Success is measured through client satisfaction, retention, relationship development, and organic growth through referrals, introductions, additional assets, and expanded planning opportunities. Compensation includes base salary and performance-based bonus; the anticipated total target cash range is $125,000–$350,000.

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.
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 willingness to obtain it within the first three months of employment.
Clean U-4.

Nice To Haves

Certified Financial Planner (CFP) certification or another certification.

Responsibilities

Serve clients' best interests by providing outstanding financial advice and guidance.
Build trusted, long-term relationships with clients who have already engaged with the firm and are seeking ongoing planning and advice.
Evaluate client situations and analyze their needs.
Develop and present a compelling set of 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 client service, trusted advice, and relationship management that leads to referrals, introductions, and additional assets from existing client relationships.
Influence clients to improve their financial well-being.
Drive client retention and satisfaction through exceptional advice, service, and relationship management.