Director, Financial Planning - New York/New Jersey/Connecticut
Edelman Financial EnginesHighlight
Summary
About the Role
About You
- Direct client-facing experience in a fee-based wealth management or planning role.
- Results driven approach with a consistent track record to form relationships.
- 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
- Anticipated total target cash range of $125,000 – $350,000, comprised of base salary and bonus.
- Performance-based compensation and growing earnings potential.
- Eligibility for discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 2024). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.