Director, Financial Planning (Fresno, CA)

Edelman Financial Engines is seeking a Director, Financial Planning to guide clients in their financial decisions and help them achieve their goals. The ideal candidate will have direct client-facing experience in a fee-based wealth management or planning role, with a consistent track record of forming relationships and growing earnings potential.

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

• Base salary
• Performance-based compensation
• Growing earnings potential
• Discretionary bonus
• Health, dental and other wellness plans
• 401(k) contributions