Director, Financial Planning (Chicago Area, IL)

Edelman Financial Engines, LLC•Chicago, IL

8d•$125,000 - $350,000

About The Position

Edelman Financial Engines is seeking an experienced financial advisor to serve clients who have already enrolled with the firm. The position provides objective, fee-based financial advice, asset management, and comprehensive planning, with a focus on acting in clients’ best interests and building trusted, long-term relationships. The firm qualifies, enrolls, and assigns clients to advisors, so this role does not involve marketing activities or converting prospects into clients. The advisor evaluates clients’ financial situations, develops and presents recommendations, and supports clients in making informed decisions across their financial lives. Success is measured through client satisfaction and retention, relationship development, and organic growth—such as referrals, additional assets, and expanded planning opportunities. The advisor receives continuing education and support from Client Service Managers and retirement planning tools and software. The anticipated total target cash compensation 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 benefits eligibility can be discussed during the hiring process.

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 retention, referrals, and relationship development.
Must possess an active Series 65.
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 outstanding 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 compelling 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 clients’ needs evolve.
Generate organic growth through exceptional service, trusted advice, and relationship management that leads to 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.