Director, Financial Planning (Raleigh, NC)

Edelman Financial Engines•Raleigh, NC

11d

About The Position

Edelman Financial Engines (EFE) seeks an experienced financial advisor to provide objective, fee-based advice and asset management to clients who have already enrolled with the firm. This fiduciary role focuses on serving clients’ best interests through comprehensive financial planning, investment advice, and trusted, long-term relationships. The position does not involve marketing activities or prospect conversion; the firm qualifies, enrolls, and assigns clients to advisors so advisors can focus on planning and client service. The advisor will evaluate client situations, develop and present recommendations, and support clients as their financial needs evolve. Success is measured by client satisfaction, retention, and relationship development that can lead organically to additional assets, expanded planning opportunities, and referrals. The role includes continuing advisor education, support from dedicated Client Service Managers, and access to retirement planning tools and software. Compensation includes a base salary and performance-based compensation. The anticipated total target cash range is $125,000–$350,000, comprised of base salary and bonus; final base pay depends on factors including responsibilities, job-related skills, experience, geographic location, and market conditions. The role may also be eligible for a discretionary bonus and benefits such as health, dental, wellness plans, and 401(k) contributions.

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.
Active Series 65 license.
Active Health and Life Insurance license, or ability to obtain it within the first three months of employment.
Clean U-4.
Interest in a role with base salary, performance-based compensation, and growing earnings potential.

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 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.
Proactively identify opportunities to deepen client engagement and expand planning discussions as clients’ needs evolve.
Support organic growth through client service, trusted advice, and relationship management that can lead to referrals, introductions, and additional assets from existing clients.
Influence clients to improve their financial well-being.
Drive client retention and satisfaction through advice, service, and relationship management.