Regional Director, Financial Planning (Mid-Atlantic)

The role

You will lead a team of Financial Planners in an assigned territory. You will drive client growth, planner development and team engagement, and you will be accountable for regional production, retention and client experience.

What you will do

• Lead a territory of Financial Planners responsible for client acquisition, retention and asset growth
• Create a culture of accountability, engagement and performance
• Set clear goals and expectations aligned with company objectives
• Conduct ongoing performance coaching and development discussions
• Coach planners through all stages of the client engagement process
• Support professional development, career growth and future leadership talent
• Drive regional business goals and key performance metrics
• Monitor planner productivity, conversion rates and client outcomes
• Collaborate with service, operations, investment management, recruiting, marketing and leadership teams
• Reinforce firm values and support change management initiatives

Required qualifications

• 5-10 years of leadership experience within financial services or wealth management
• Experience managing and developing professional teams
• Strong coaching and performance management skills
• Understanding of financial planning, wealth management and client acquisition strategies
• Demonstrated ability to drive business results through people leadership
• Strong communication and relationship management capabilities

Nice to have

• Experience leading geographically dispersed teams
• Experience with advisor development and practice management
• Relevant industry licenses and certifications

Benefits

• Discretionary bonus
• Health, dental and other wellness plans
• 401(k) contributions
• Other forms of compensation and benefits may apply; your recruiter can share specifics

Before you apply

• Final pay depends on skills, experience, location and market conditions
• Accommodations to the hiring process are available on request

About the company

Edelman Financial Engines has provided financial planning and investment advice since 1986, with more than 1.27 million clients across 140+ offices nationwide. Its stated purpose is to guide people with the financial advice they need to thrive.