Director, Financial Planning - Denver

Senior Financial Advisor

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We build long‑term relationships based on respect, integrity, and a commitment to helping clients make smart investment decisions at every stage of their lives.

• Serve the client’s best interests by providing outstanding fee‑based financial advice and guidance.
• Effectively evaluate client situations and analyze their needs.
• Develop and present a compelling set of recommendations.
• Build positive relationships with clients and influence them 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.
• 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.
• A Certified Financial Planner (CFP) or other certification is desired but not required.

The anticipated total target cash range for this role is $125,000 – $350,000, comprised of base salary and bonus. Bonus potential is directly linked to performance and success in growing sales and client relationships. 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 are America’s top independent financial planning and investment advisory firm, recognized by Barron’s 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. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process.

If you need assistance to accommodate a disability, you may request one at any time by contacting your recruiter or emailing [[email protected]].