Senior Wealth Planning Director: Client Growth & Impact

Edelman Financial Engines, LLC; United States; Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Discretionary bonus

Health and dental plans

401(k) contributions

Job summary

Edelman Financial Engines, LLC is seeking a results-driven financial advisor to deliver tailored wealth management guidance to clients. You will assess client situations, craft compelling recommendations, and build lasting relationships that support their financial wellbeing.

In this role, you will operate in a fee-based environment with base salary plus performance-based compensation. Licensing requirements include Series 65 and life/health coverage, with CFP optional but valued.

Qualifications

• Direct client-facing experience in a fee-based wealth management or planning role.
• Results-driven with a proven track record to form relationships.
• Desire for base salary with performance-based compensation and growing earnings potential.
• Active Series 65 license.
• Active Health and Life Insurance license or ability to obtain within 3 months of employment.
• A clean U-4 on file.
• CFP or equivalent certification is desirable but not required.

Responsibilities

• Serve the client’s best interests with outstanding financial advice guidance.
• Effectively evaluate client situations and analyze their needs.
• Develop and present a compelling set of recommendations.
• Build positive relationships with clients.
• Influence clients to improve their financial well-being.

Skills

Client-facing experience

Wealth management

Relationship building

Series 65 license

Job description

Edelman Financial Engines, LLC is seeking a results-driven financial advisor to deliver tailored wealth management guidance to clients. You will assess client situations, craft compelling recommendations, and build lasting relationships that support their financial wellbeing.

In this role, you will operate in a fee-based environment with base salary plus performance-based compensation. Licensing requirements include Series 65 and life/health coverage, with CFP optional but valued.