Director, Financial Planning (Sacramento Area, CA)

Edelman Financial Engines, LLC•Woodland, CA

8d•$125,000 - $350,000

About The Position

Edelman Financial Engines is hiring an experienced financial advisor to provide objective, fee-based financial advice, asset management, and comprehensive financial planning to clients. Clients have already engaged with the firm and completed enrollment, so the advisor can focus on building trusted relationships and advising clients rather than marketing or prospect conversion. The firm qualifies, enrolls, and assigns clients to advisors, and provides a dedicated team of Client Service Managers, continuing advisor education, and retirement planning tools and software. The advisor will evaluate clients’ financial situations, develop and present recommendations, and support their financial well-being through ongoing planning conversations. Success is measured by client satisfaction and retention, relationship development, and organic growth through additional assets, expanded planning opportunities, referrals, and introductions. Compensation includes a base salary and performance-based bonus, with total target cash compensation of $125,000–$350,000.

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 provide comprehensive financial planning and generate organic growth through 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 clients’ needs evolve.
Generate organic growth through client service, trusted advice, and relationship management that leads to referrals, introductions, and additional assets.
Influence clients to improve their financial well-being.
Drive client retention and satisfaction through advice, service, and relationship management.