Edelman Financial Engines, LLC

Director, Financial Planning

El Segundo, CA · Director

Sponsorship not specified$125k-$350kDetected 3 hours ago

Intellectual PropertyFEA

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.

Responsibilities

Develop and present a compelling set of recommendations
Adept at building positive relationships with clients
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.

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
A Certified Financial Planner (CFP) or other certification is desired but not required

Compensation

Desire for role with base salary, performance-based compensation and growing earnings potential
Edelman Financial Engines takes a market-based approach to pay.
The anticipated total target cash range for this role is $125,000 - $350,000, comprised of base salary and bonus.
However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.
Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Benefits

Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment
Your bonus potential is directly linked to your performance and success in growing sales and client relationships.

Company info

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.
As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future.
We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients.
In addition, you will engage in NO marketing activities.
Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it.
You'll receive continuing advisor education on topics vital to our clients.
You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients.
We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals.
If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you!
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.

Visa & Work Authorization

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

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