Director, Financial Planning (New York)

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We are committed to managing clients’ investments by truly understanding them as people first, and then delivering advice, strategies, and solutions to help them feel confident about their plans. We build long‑term relationships based on respect, integrity, and a belief that we help people make smart investment decisions at every stage of life.

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 to form 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 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

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. Bonus potential is directly linked to performance and success in growing sales and client relationships. Final base pay will be carefully determined based on 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, wellness plans and 401(k) contributions.

For California residents, please see the link for the Privacy Notice for Candidates.

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.