Director, Financial Planning (New York/New Jersey/Connecticut)
Edelman Financial EnginesNew York, New York, United States
Posted September 29, 2025
125000 - 350000 USD year
Full Time
About the Company
Edelman Financial Engines is an independent wealth planning and workplace investment advisory firm founded over 35 years ago. We provide sophisticated investment modeling tools and comprehensive financial services, including retirement planning, tax planning, and estate planning, to help individuals and families build, grow, and protect their wealth. Our unique blend of high-tech solutions and personalized, high-touch advice sets us apart in the industry, serving more than 1.3 million clients across America.
Job Description
Edelman Financial Engines (EFE) is seeking an experienced Financial Advisor to provide objective financial advice and asset management services to clients. They are committed to client first service, ethical conduct, and fostering long-term client relationships. EFE provides a collaborative, values-led work environment and ongoing education opportunities for advisors.
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 a 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
- Discretionary bonus
- health, dental and other wellness plans
- 401(k) contributions
