Director, Financial Planning (Seattle Area, WA)

Edelman Financial Engines, LLC•Seattle, WA

3d•$125,000 - $350,000

About The Position

Edelman Financial Engines seeks 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 developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions to improve their financial well-being. The firm qualifies, enrolls, and assigns clients to advisors, so this position does not involve marketing activities or prospect conversion. The advisor will evaluate client situations, analyze needs, develop and present recommendations, and support clients across all areas of their financial lives. Success is measured by client satisfaction and retention, deepening client relationships, and organic growth through referrals, introductions, and additional assets. Advisors receive continuing education and support from dedicated Client Service Managers and retirement planning tools and software. Edelman Financial Engines is a fiduciary and does not seek or accept financial incentives, commissions, or third-party compensation for investments or recommendations. The anticipated total target cash range is $125,000–$350,000, comprised of base salary and bonus. Bonus potential is linked to performance and success in growing sales and client relationships. Other compensation and benefits may include a discretionary bonus, health, dental, and other wellness plans, and 401(k) contributions; specific eligible benefits will be discussed during hiring.

Requirements

Direct client-facing experience in a fee-based wealth management or financial planning role.
Results-driven approach with 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.
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.

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 financial recommendations.
Deliver comprehensive financial planning across all areas of clients’ financial lives.
Build positive client relationships and influence clients to improve their financial well-being.
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, leading to referrals, introductions, and additional assets from existing client relationships.
Drive client retention and satisfaction through advice, service, and relationship management.