Director, Financial Planning

🔥 2 hours ago

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Edelman Financial Engines

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1987

💸 Finance

👥 B2C

🤝 B2B

💰 Private equity on 2021-04

Finance • B2C • B2B

Edelman Financial Engines is an independent, fiduciary wealth management and financial planning firm that provides comprehensive advice and investment management for individuals and employers. The company offers holistic services including financial planning, retirement planning, investment management (using data-driven models and personalized portfolios), tax and estate planning, insurance guidance, and employer workplace retirement solutions. As of December 31, 2025, Edelman Financial Engines reported about 1. 24 million clients, $326 billion in client assets under management, and roughly 146 locations, and emphasizes transparent fees and fiduciary guidance.

📋 Description

• Provide objective, fee-based advice and asset management • Serve the client's best interests, providing outstanding financial advice • 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

🎯 Requirements

• 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 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

🏖️ Benefits

• Health insurance • 401(k) contributions • Bonuses • Continuing advisor education on topics vital to our clients • Discretionary bonus • Health, dental and other wellness plans