Director, Financial Planning (Raleigh, NC)

The role

You will provide objective, fee-based advice and asset management to clients who have already enrolled with the firm. You will build long-term relationships and deliver comprehensive financial planning to help clients improve their financial well-being.

What you will do

• Serve the client's best interests, providing outstanding financial advice and guidance.
• Build trusted, long-term relationships with clients.
• Effectively evaluate client situations and analyze their needs.
• Develop and present a compelling set of recommendations.
• Deliver comprehensive financial planning across all areas of a client's financial life.
• Build positive relationships with clients.
• Identify opportunities to deepen client engagement and expand planning discussions.
• Generate organic growth through client service and relationship management.
• Influence clients to improve their financial well-being.
• Drive client retention and satisfaction.

Required qualifications

• Direct client-facing experience in a fee-based wealth management or 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.
• 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 (EFE) provides financial advice to help people thrive. The firm manages over $324 billion in assets and supports more than 1.27 million clients across 140+ offices nationwide.