Director, Financial Planning (San Antonio, TX)
About The Position
Edelman Financial Engines is seeking an experienced Financial Advisor to provide objective, fee-based financial advice and asset management to clients who have already enrolled with the firm. The role focuses on serving clients’ best interests, building trusted long-term relationships, and delivering comprehensive financial planning—not prospecting or marketing. The firm qualifies, enrolls, and assigns clients to advisors, and provides continuing advisor education, dedicated Client Service Managers, and retirement planning tools and software. The advisor evaluates client situations, analyzes needs, develops and presents recommendations, and guides clients through ongoing planning conversations. Success is measured by client satisfaction and retention, relationship development, and organic growth through referrals, expanded planning opportunities, and additional assets. The position offers base salary and performance-based compensation, with earnings potential tied to performance and growth in sales and client relationships.
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.
- Interest in a role with base salary, performance-based compensation, and growing earnings potential.
- 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.
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 seeking 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, relationship management, referrals, introductions, and additional assets from existing client relationships.
- Influence clients to improve their financial well-being.
- Drive client retention and satisfaction through advice, service, and relationship management.
Benefits
- Health, dental, and other wellness plans
- 401(k) contributions
- Potential eligibility for a discretionary bonus and other forms of compensation
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
