Director, Associate Financial Planners

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Requirements

• 5 years in financial services sales management leading a team across a distributed, multi-state territory
• 5+ years direct experience leading a workforce of 10 or more individuals including responsibility for recruiting, retention and overall performance management
• Confirmed ability to lead and empower sales staff
• Deep understanding of financial services, comprehensive financial planning, and RIAs
• FINRA Series 65 Required
• Bachelor’s degree in business or finance; or equivalent industry experience
• Certified Financial Planner designation preferred

Benefits

• Discretionary bonus
• Health, dental and other wellness plans
• 401(k) contributions