Director, Financial Planning (Pasadena, CA)

Edelman Financial Engines, LLC • Pasadena, CA

8d • $125,000 - $350,000

About The Position

Edelman Financial Engines is hiring for a financial planning role focused on providing objective, fee-based financial advice and asset management to clients who have already enrolled with the firm. The advisor serves clients’ best interests as a fiduciary, without marketing activities or commissions and third-party compensation for investments or recommendations. The firm qualifies, enrolls, and assigns clients, allowing the advisor to focus on trusted relationships, comprehensive financial planning, and ongoing advice.

The role involves evaluating client situations, analyzing needs, developing and presenting recommendations, and helping clients improve their financial well-being. Advisors are supported by continuing education, dedicated Client Service Managers, and retirement planning tools and software. Success is measured through client satisfaction, retention, relationship development, and organic growth through referrals, introductions, additional assets, and expanded planning opportunities.

The posting describes the position as a Senior Financial Advisor, although the supplied job title is Director, Financial Planning. The anticipated total target cash range is $125,000–$350,000, comprised of base salary and bonus. Bonus potential is linked to performance and success in growing sales and client relationships. Final base pay depends on 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. Specific benefit eligibility may be discussed during the hiring process.

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.
• 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) 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 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 client needs evolve.
• Support organic growth through exceptional 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.

Benefits

• Potential eligibility for a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions; specific eligibility to be shared during the hiring process.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed