Edelman Financial Engines, LLC

Regional Director, Financial Planning (Southwestern/South Central United States)

Remote, United States · Director

Sponsorship not specified$379k-$447kDetected 7 hours ago

SalesIntellectual PropertyFEAMentoring

About the role

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients.
These values guide everything we do, for our clients and each other.

Lead a territory of approximately 30 Planners who are in place to drive client acquisition, retention and net new asset flows for the Wealth Planning Group.
Mentor, develop and support Planners to drive success throughout the sales funnel, expanded client value through our wealth services and lead their practices.
Drive priorities and areas of focus and provide timely and accurate feedback to Divisional Vice President and other senior management on Planner performance.
Create and enhance a high‑engagement culture that supports success, morale, and performance of Planners within the assigned territory.
Partner effectively across the organization to help drive an outstanding client experience, while also managing risk and adhering to corporate policies and procedures.
Assist in the development/implementation of marketing and proactive lead-generation plans and the creation and delivery of training.
Partner with Planners to establish personal and professional goals to meet company goals.
Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

5-10 years in financial services sales management covering a team across a distributed, multi-state territory.
5+ years direct experience leading a workforce of 10+ individuals including responsibility for hiring, termination, and performance management.
Experience with contact management systems, including system-created reports on prospect activity and pipeline, in addition to viewing client history.

The anticipated total target cash range for this role is $379,000-$447,000, comprised of base salary and bonus.

Client First, One Team, Respectful Candor, and Endless Curiosity.
We are committed to moving forward together.
If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
The Regional Director, Financial Planning is a highly motivated professional with experience in building, managing and leading teams of financial planners.
This individual will work closely with their team, coaching them and creating an environment that supports superior client experience, resulting in helping more clients achieve their financial and life goals.
Interested individuals should possess superior knowledge of all products and strategies available to meet client needs.
If you are interested in joining a winning team, being part of a dynamic culture and helping others grow, this role may be just what you are looking for.
That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

dentity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, mil

This listing is sourced directly from Edelman Financial Engines, LLC's careers page and normalized into a canonical job model.