Director, Financial Planning (Pasadena, CA)

Edelman Financial Engines•Pasadena, TX

About The Position

Edelman Financial Engines is hiring a Director, Financial Planning to provide objective, fee-based financial advice and asset management to clients who have already enrolled with the firm. The role focuses on developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions to improve their financial well-being. Advisors do not engage in marketing activities or manage a sales pipeline; the firm qualifies, enrolls, and assigns clients to advisors. The advisor serves clients’ best interests as a fiduciary, supported by continuing advisor education, Client Service Managers, and retirement planning tools and software. Success is measured through client satisfaction, retention, relationship depth, and organic growth, including referrals, introductions, and additional assets from existing client relationships. Compensation includes base salary and performance-based compensation, with total target cash of $125,000–$350,000. The role may also be eligible for other compensation and benefits.

Requirements

Direct client-facing experience in a fee-based wealth management or planning role.
A results-driven approach and 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) designation or another certification; 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 exceptional 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 exceptional advice, service, and relationship management.