Director, Financial Planning (Seattle Area, WA)

Edelman Financial Engines•Seattle, WA

About The Position

Edelman Financial Engines is hiring an experienced financial advisor to provide objective, fee-based financial advice and asset management to clients who have already enrolled with the firm. The advisor’s focus is on understanding clients’ needs, delivering comprehensive financial planning, presenting recommendations, and building trusted, long-term relationships—not on marketing or converting prospects. The firm assigns enrolled clients to advisors and provides a dedicated Client Service Manager team, continuing advisor education, and retirement-planning tools and software. Success is measured through client satisfaction, retention, and the ability to deepen relationships in ways that support organic growth, including additional assets, expanded planning opportunities, and referrals. Compensation includes a base salary and performance-based bonus, with potential for growing earnings. The anticipated total target cash range is $125,000–$350,000; final base pay depends on responsibilities, job-related skills, experience, 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 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.
An active Series 65 license.
An active Health and Life Insurance license, or willingness to obtain it within the first three months of employment.
A clean U-4.
Willingness to work in a role with base salary, performance-based compensation, and growing earnings potential.

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.
Build trusted, long-term relationships with clients who have already engaged with the firm and seek 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 client service, trusted advice, relationship management, 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.