Director, Financial Planning

The role

You will provide objective, fee-based advice and asset management to help clients build a better financial future. You will evaluate client situations, analyze needs, and develop recommendations.

What you will do

• Serve the client's best interests, providing outstanding financial advice guidance
• Effectively evaluate client situations and analyze their needs
• Develop and present a compelling set of recommendations
• Build positive relationships with clients
• Influence clients to improve their financial well-being

Required qualifications

• Direct client-facing experience in a fee-based wealth management or planning role
• Results driven approach with a consistent track record to form relationships
• Must possess an active Series 65
• Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment
• A Clean U-4

Nice to have

• A Certified Financial Planner (CFP) or other certification

Benefits

• Base salary
• Performance-based compensation
• Discretionary bonus
• Health plans
• Dental plans
• Other wellness plans
• 401(k) contributions

About the company

Edelman Financial Engines has been committed to acting in the best interests of its clients since 1986. The firm supports more than 1.27 million clients across 140+ offices nationwide.