Director, Financial Planning - Detroit, MI

Director, Financial Planning - Detroit, MI

Join to apply for the Director, Financial Planning – Detroit, MI role at Edelman Financial Engines
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At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe every dollar saved and invested matters, and we are committed to managing clients’ investments by truly understanding them as people first and then delivering strategies to help them feel confident about their plans for today, tomorrow, and beyond.

Our culture is grounded in our CORE values:
Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do for our clients and each other. If you are inspired by purpose‑driven work and a collaborative, values‑led culture, we invite you to explore a career with us.

As a Senior Financial Advisor, you’ll provide objective, fee‑based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary; neither the firm nor our advisors seek or accept financial incentives, commissions, or third‑party compensation for any of the investments or recommendations we offer our clients. You will engage in NO marketing activities.

Your role will be to serve the client’s best interests, providing outstanding financial advice to those who request it. You’ll receive continuing advisor education on topics vital to our clients and have a dedicated team of Client Service Managers and innovative retirement planning tools and software to help you deliver the right advice.

We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and being able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present compelling recommendations, and establish effective relationships, this may be the opportunity for you!

• 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
• Adept at building positive relationships with clients
• Skilled at influencing clients to improve their financial well‑being

• Direct client‑facing experience in a fee‑based wealth management or planning role
• Results‑driven approach with a consistent track record to form relationships
• Desire for a role with base salary, performance‑based compensation, and growing earnings potential
• Must possess an active Series 65
• Must possess an active Health and Life Insurance license or be required to obtain it within the first three months of employment
• A Clean U‑4
• A Certified Financial Planner (CFP) or other certification is desired but not required

Edelman Financial Engines takes a market‑based approach to pay. The anticipated total target cash range for this role is $125,000 – $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. The final base pay will be carefully determined based on responsibilities, job‑related skills, relevant experience, geographic location, and market conditions.

This role may also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental, and other wellness plans, and 401(k) contributions.

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron’s and operating 143+ offices across the country, entrusted by 1.3 million clients to manage more than $300 billion in assets.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are available to modify or adjust the hiring process for qualified applicants.

If you need assistance, please request an accommodation at any time by contacting your recruiter or emailing .