Director, Financial Planning (Fairfax, VA)
About The Position
Edelman Financial Engines is hiring a Director, Financial Planning in Fairfax, Virginia. The posting describes the work as serving clients as a Senior Financial Advisor. The advisor provides objective, fee-based financial advice and asset management in a fiduciary capacity, without marketing activities or commissions, financial incentives, or third-party compensation for recommendations. Clients have already enrolled with the firm and are assigned to advisors, so the role focuses on planning and relationships rather than prospect conversion or managing a sales pipeline. The advisor evaluates clients’ financial situations, analyzes their needs, develops and presents recommendations, and delivers comprehensive planning across their financial lives. The role emphasizes trusted, long-term client relationships, client satisfaction and retention, and organic growth through deeper planning discussions, additional assets, and referrals. Advisors receive continuing education and support from Client Service Managers, as well as retirement-planning tools and software. The company describes its culture as guided by Client First, One Team, Respectful Candor, and Endless Curiosity. The anticipated total target cash range is $125,000–$350,000, comprising base salary and bonus. Bonus potential is linked to performance and success in growing sales and client relationships. Final base pay depends on factors including responsibilities, skills, experience, 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 benefits are to be discussed during recruitment.
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 license.
- 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 financial advice and guidance.
- Build trusted, long-term relationships with clients who have engaged with the firm and seek ongoing planning and advice.
- Evaluate clients’ financial situations and analyze their needs.
- Develop and present 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.
Benefits
- The role may be eligible for a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions; specific benefits will be shared during the hiring process.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
