Director, Financial Planning

Director, Financial Planning (Farmington, CT)

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

Overview

As a Senior Financial Advisor, you will provide objective, fee‑based advice and asset management to help clients build a better financial future. You will serve the client’s best interests, providing outstanding financial advice. You will not engage in marketing activities, focusing on fiduciary service.

Responsibilities

• Serve the client’s best interests, providing outstanding financial advice and 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.

Requirements

• Direct client‑facing experience in a fee‑based wealth management or planning role.
• Results‑driven approach with a consistent track record in forming relationships.
• Desire for a role with base salary, performance‑based compensation and growing earnings potential.
• Active Series 65 license.
• Active Health and Life Insurance license or willingness to obtain it within the first three months of employment.
• A clean U‑4.
• 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 sales and client relationships. The role may also be eligible for a discretionary bonus, health, dental, and other wellness plans, and 401(k) contributions.

Equal Employment Opportunity Statement

Edelman Financial Engines encourages success based on our 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 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 emailing View email address on click.appcast.io.