Director, Financial Planning (Anaheim / Orange County / Seal Beach)

Director, Financial Planning (Anaheim / Orange County / Seal Beach)

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Director, Financial Planning (Anaheim / Orange County / Seal Beach)

role at

Edelman Financial Engines

Overview

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. Our culture is built on CORE values : Client First, One Team, Respectful Candor, and Endless Curiosity. We are committed to moving forward together.

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

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 to form relationships

Desire for 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

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 determined based on responsibilities, job-related skills, relevant experience, geographic location, and market conditions. This role may be eligible for other compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more during hiring.

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to acting in the best interests of our clients. We were founded to provide personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron\'s with 143+ offices and 1.3 million clients managing more than $300 billion in assets. For more information, please visit EdelmanFinancialEngines.com.

Compliance and Notices

© 2024 Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. See EdelmanFinancialEngines.com / patent-information for patent information. For California residents, see the Privacy Notice for Candidates. Accommodations are available in the hiring process for disabilities; contact your recruiter or [email protected].

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