Director, Financial Planning

We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and 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 a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you!

Responsibilities: - 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

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 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.

However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.