Edelman Financial Engines
Director, Financial Planning - San Francisco - Danville/Walnut Creek
Edelman Financial Engines, Walnut Creek, California, United States, 94598
Director, Financial Planning – San Francisco – Danville/Walnut Creek
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. 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.
Our culture is grounded in our core values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do for our clients and for each other. We invite you to explore a career with us if you are inspired by purpose‑driven work and a collaborative, values‑led culture.
Responsibilities
Serve the client's best interests by providing outstanding financial advice and 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 for forming relationships.
Desire for a role with base salary, performance‑based compensation, and growing earnings potential.
Must possess an active Series 65 license.
Must possess an active Health and Life Insurance license, or will be required to obtain it within the first three months of employment.
Clear U‑4.
A Certified Financial Planner (CFP) or other certification is desired but not required.
Compensation & Benefits 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. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. 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. Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. Founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice, we are America’s top independent financial planning and investment advisory firm, recognized by Barron’s 1 with 143 + offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets. Our unique approach combines advanced methodology, proprietary technology, and high‑touch personal planning to deliver the personal plan and financial confidence that everyone deserves.
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 by email at [email protected].
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
1 The Barron’s 2024 Top 100 RIA Firms list, a nine‑year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA. 2 Edelman Financial Engines data, as of September 30, 2024.
© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services are provided by Financial Engines Advisors, L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819.
#J-18808-Ljbffr
Our culture is grounded in our core values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do for our clients and for each other. We invite you to explore a career with us if you are inspired by purpose‑driven work and a collaborative, values‑led culture.
Responsibilities
Serve the client's best interests by providing outstanding financial advice and 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 for forming relationships.
Desire for a role with base salary, performance‑based compensation, and growing earnings potential.
Must possess an active Series 65 license.
Must possess an active Health and Life Insurance license, or will be required to obtain it within the first three months of employment.
Clear U‑4.
A Certified Financial Planner (CFP) or other certification is desired but not required.
Compensation & Benefits 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. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. 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. Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. Founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice, we are America’s top independent financial planning and investment advisory firm, recognized by Barron’s 1 with 143 + offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets. Our unique approach combines advanced methodology, proprietary technology, and high‑touch personal planning to deliver the personal plan and financial confidence that everyone deserves.
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 by email at [email protected].
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
1 The Barron’s 2024 Top 100 RIA Firms list, a nine‑year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA. 2 Edelman Financial Engines data, as of September 30, 2024.
© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services are provided by Financial Engines Advisors, L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819.
#J-18808-Ljbffr