Director, Financial Planning (Portage, MI)

Edelman Financial Engines, LLC•Portage, MI

1d•$125,000 - $350,000

About The Position

Edelman Financial Engines (EFE) guides people with financial advice to help them thrive. Its culture is grounded in the CORE values of Client First, One Team, Respectful Candor, and Endless Curiosity, and the firm emphasizes long-term relationships built on respect, integrity, and helping clients make informed investment decisions. The position provides objective, fee-based financial advice and asset management to clients. As a fiduciary, the advisor serves clients’ best interests and does not seek or accept financial incentives, commissions, or third-party compensation for investments or recommendations. The role does not involve marketing activities. Advisors receive continuing education and are supported by dedicated Client Service Managers and retirement-planning tools and software. The firm seeks an experienced financial advisor with a consistent record of serving clients and the ability to develop a growing practice. The role involves evaluating client circumstances and needs, developing and presenting recommendations, and building relationships that help clients pursue their financial goals. The anticipated total target cash range is $125,000–$350,000, consisting of base salary and bonus. Bonus potential is linked to performance and success in growing sales and client relationships. Final base pay depends on responsibilities, skills, experience, location, and market conditions. The position may also be eligible for other compensation and benefits, including a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

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 forming relationships.
An active Series 65 license.
An active Health and Life Insurance license, or the ability to 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.
Evaluate client situations effectively and analyze their needs.
Develop and present compelling recommendations.
Build positive relationships with clients.
Influence clients to improve their financial well-being.