Note: The job is a remote job and is open to candidates in USA. Edelman Financial Engines (EFE) is dedicated to providing clients with the financial advice they need to thrive. The Director of Financial Planning will focus on delivering objective, fee-based advice and asset management, ensuring clients receive outstanding financial guidance tailored to their needs.
Responsibilities
- Serve the client's best interests, providing outstanding financial advice guidance
- Effectively evaluate client situations and analyze their needs
- Develop and present a compelling set of recommendations
- Adept at building positive relationships with clients
- Skilled at influencing clients to improve their financial well-being
Skills
- Direct client-facing experience in a fee-based wealth management or planning role
- Results driven approach with a consistent track record to form relationships
- Desire for role with base salary, performance-based compensation and growing earnings potential
- Must possess an active Series 65
- Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment
- A Clean U-4
- A Certified Financial Planner (CFP) or other certification is desired but not required
Benefits
- Discretionary bonus
- Health, dental and other wellness plans
- 401(k) contributions
Company Overview