Director, Financial Planning (Maumee, OH)

Edelman Financial Engines, LLC • Maumee, OH

8d • $125,000 - $350,000

About The Position

Edelman Financial Engines (EFE) is a fiduciary financial advice firm focused on helping clients make informed investment and financial-planning decisions. The role is described in the posting as a Senior Financial Advisor position, despite the Director, Financial Planning title. It provides objective, fee-based advice and asset management to clients who have already enrolled with the firm; the advisor does not conduct marketing activities or manage a prospect-conversion pipeline. The firm qualifies, enrolls, and assigns clients to advisors so the advisor can focus on client relationships and comprehensive planning.

The advisor evaluates clients’ circumstances and needs, develops and presents recommendations, and provides planning across all areas of their financial lives. Success is measured through client satisfaction, retention, and relationship development that can lead organically to referrals, additional assets, and expanded planning opportunities. The advisor receives continuing education and support from a dedicated team of Client Service Managers, along with retirement-planning tools and software.

The role offers base salary and performance-based compensation. 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. Other compensation and benefits may be available, including a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions; specific eligible benefits are to be discussed during hiring.

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 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 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 recommendations.
• Deliver comprehensive financial planning across all areas of clients’ financial lives.
• Build positive client relationships.
• Identify opportunities to deepen client engagement and expand planning discussions as client needs evolve.
• Support organic growth through client service, trusted advice, and relationship management that generate referrals, introductions, and additional assets from existing 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 may be available.
• 401(k) contributions may be available.
• A discretionary bonus may be available.
• Performance-based bonus potential linked to performance and success in growing sales and client relationships.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed