Director, Financial Planning

Director, Financial Planning (Portland, OR)

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 and invested helps clients achieve their long‑term financial goals.

As a Senior Financial Advisor, you will provide objective, fee‑based advice and asset management with no marketing activities, focusing on clients’ best interests. You will work with a dedicated team and innovative tools to deliver the right advice.

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

Requirements

• Direct client‑facing experience in a fee‑based wealth management or planning role
• Results‑driven approach with a consistent track record of building relationships
• Desire for a 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

Compensation and Benefits

The anticipated total target cash range for this role is $125,000 – $350,000, comprised of base salary and bonus. Bonus potential is directly linked to performance and success in growing client relationships. The role may also be eligible for additional compensation and benefits, including a discretionary bonus, health, dental, and other wellness plans, and 401(k) contributions.

Equal Employment Opportunity

Edelman Financial Engines encourages success based on individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service, or veteran status.

Accommodations

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by contacting your recruiter or View email address on click.appcast.io.