Director, Financial Planning

Director, Financial Planning

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

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.

• 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 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

Edelman Financial Engines takes a market‑based approach to pay. This is a commission‑based opportunity designed for driven sales professionals. Your earning potential is directly linked to your performance and success in growing sales and client relationships. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

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 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 either contacting your recruiter or contacting HR