Senior Financial Planner - Client-First Wealth Advisory

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

Job summary

Edelman Financial Engines, LLC is seeking a Director of Financial Planning in Fairfax, VA. The role focuses on providing objective, fee-based advice, asset management, and building trusted client relationships for a growing practice.

You will partner with a dedicated team and cutting-edge retirement planning tools to deliver comprehensive financial planning and help clients improve their long-term financial well-being.

Qualifications

• Direct client-facing experience in a fee-based wealth management or planning role.
• Results-driven approach with a track record of building and maintaining strong client relationships.
• Ability to deliver comprehensive financial planning and generate organic growth through client retention, referrals, and relationship development.
• Desire for a role with base salary, performance-based compensation, and growing earnings potential.

Responsibilities

• Serve the client's best interests with outstanding financial advice and guidance.
• Build trusted, long-term relationships with clients already engaged with the firm.
• Evaluate client situations and analyze their needs to develop recommendations.
• Deliver comprehensive financial planning across all areas of a client’s financial life.
• Proactively identify opportunities to deepen client engagement and expand planning discussions as needs evolve.
• Generate organic growth through exceptional service and relationship management that leads to referrals and additional assets.

Skills

Client-facing experience

Wealth management

Financial planning

Client relationship management

Education

Securities Series 65

Health and Life Insurance license

CFP certification (desirable)

Clean U-4

Job description

Edelman Financial Engines, LLC is seeking a Director of Financial Planning in Fairfax, VA. The role focuses on providing objective, fee-based advice, asset management, and building trusted client relationships for a growing practice.

You will partner with a dedicated team and cutting-edge retirement planning tools to deliver comprehensive financial planning and help clients improve their long-term financial well-being.