Director, Financial Planning (Portage, MI)

Edelman Financial Engines•Portage, MI

16h

About The Position

Edelman Financial Engines (EFE) guides people with financial advice to help them thrive. The firm emphasizes understanding clients as people and providing objective advice, strategies, and investment management to support their financial goals. Its culture is grounded in the values Client First, One Team, Respectful Candor, and Endless Curiosity. The posting describes a client-facing financial-advice role providing objective, fee-based advice and asset management. The advisor serves clients who request advice, with no marketing activities, and is supported by continuing advisor education, Client Service Managers, and retirement-planning tools and software. The role calls for someone who can evaluate client situations, analyze needs, develop and present recommendations, build effective relationships, and help clients improve their financial well-being. Compensation is market-based, with anticipated total target cash of $125,000–$350,000, consisting of base salary and performance-linked bonus. The role may also be eligible for a discretionary bonus and benefits such as health, dental, and other wellness plans, as well as 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 forming relationships.
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) designation 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.