Director of Client-Focused Financial Planning

Edelman Financial Engines, LLC; Roseville (CA); On-site; USD 125,000 - 350,000; Full time

Benefits offered by this job

Discretionary bonus

Health, dental and wellness plans

401(k) contributions

Job summary

Edelman Financial Engines is seeking a Senior Financial Advisor to provide objective, fee-based advice and asset management for clients who have already engaged with the firm. You will deliver comprehensive financial planning and build trusted relationships with ongoing planning conversations to deepen client engagement.

You’ll work with a dedicated team and retirement planning tools to help clients reach their financial goals, with a compensation model including base salary and

Qualifications

• Direct client-facing experience in a fee-based wealth management or planning role.
• Demonstrated ability to deliver comprehensive financial planning and generate organic growth through client retention, referrals, and relationship development.
• Desire for role with base salary, performance-based compensation, and growing earnings potential.
• Active Series 65.
• Active Health and Life Insurance license or plan to obtain within 3 months.
• Clean U-4 on file.
• CFP or other certification is desired but not required.

Responsibilities

• Serve the client’s best interests, providing outstanding financial advice and guidance.
• Build trusted, long-term relationships with clients who have already engaged with the firm and are seeking ongoing planning and advice.
• Effectively evaluate client situations and analyze their needs.
• Develop and present a compelling set of recommendations.
• Deliver comprehensive financial planning across all areas of a client’s financial life.
• Adept at building positive relationships with clients.
• Proactively identify opportunities to deepen client engagement and expand planning discussions as clients’ needs evolve.
• Generate organic growth through exceptional client service, trusted advice, and strong relationship management that leads to referrals, introductions, and additional assets from existing client relationships.
• Skilled at influencing clients to improve their financial well‑being.
• Drive client retention and satisfaction through exceptional advice, service, and relationship management.

Skills

Direct client-facing experience

Results-driven

Comprehensive financial planning

Growing earnings potential

Series 65

Health/Life Insurance license

Education

Certified Financial Planner (CFP) or equivalent (desirable)

Job description

Edelman Financial Engines is seeking a Senior Financial Advisor to provide objective, fee-based advice and asset management for clients who have already engaged with the firm. You will deliver comprehensive financial planning and build trusted relationships with ongoing planning conversations to deepen client engagement.

You’ll work with a dedicated team and retirement planning tools to help clients reach their financial goals, with a compensation model including base salary and