Director, Financial Planning - Washington D.C or Baltimore, MD

Director, Financial Planning - Washington D.C or Baltimore, MD

Join to apply for the Director, Financial Planning - Washington D.C or Baltimore, MD role at Edelman Financial Engines
.

At EFE, we guide people with the financial advice they need to thrive. Our purpose is to help clients build their financial future, building long‑term relationships based on respect, integrity, and our CORE values:
Client First, One Team, Respectful Candor, and Endless Curiosity.

We invite you to explore a career with us if you are inspired by purpose‑driven work and a collaborative, values‑led culture.

• 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.

• Direct client‑facing experience in a fee‑based wealth management or planning role.
• Results‑driven approach with a consistent track record of forming relationships.
• Desire for a role with base salary, performance‑based compensation, and growing earnings potential.
• Active Series 65 license.
• Active Health and Life Insurance license (or will obtain within first three months of employment).
• A clean U‑4.
• CFP or other certification is desired but not required.

The anticipated total target cash range for this role is $125,000 – $350,000, comprising base salary and bonus. Bonus potential is directly linked to performance and success in growing sales and client relationships. Base pay is determined based on responsibilities, job‑related skills, relevant experience, geographic location, and market conditions. Eligibility for additional compensation and benefits such as discretionary bonus, health, dental and other wellness plans, and 401(k) contributions may apply.

Since 1986, Edelman Financial Engines has been committed to acting in the best interests of clients. Founded on the belief that all investors deserve access to personal, comprehensive financial planning and investment advice, we are America’s top independent financial planning and investment advisory firm, recognized by Barron’s 2024 Top 100 RIA Firms list and entrusted by 1.3 million clients to manage more than $300 billion in assets.

Edelman Financial Engines encourages success based on 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.

If you need assistance to accommodate a disability, you may request one at any time by contacting your recruiter or emailing career

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