Director, Financial Planning - NATIONWIDE
Edelman Financial EnginesUnited States
Posted May 20, 2025
Full Time
About the Company
Edelman Financial Engines has been committed to always acting in the best interests of our clients since 1986. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice.
Job Description
Director, Financial Planning role at Edelman Financial Engines. Responsible for serving client's best interests, providing outstanding financial advice guidance, and building positive relationships with clients. Must have direct client-facing experience in a fee-based wealth management or planning role, an active Series 65, and a Clean U-4.
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
- 401(k) contributions
- Discretionary bonus
- Health, dental and other wellness plans