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

As a Senior Financial Advisor, you’ll provide objective-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You’ll receive continuing advisor education on topics vital to our clients. You’ll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients.

We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you!

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 market‑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. However, 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. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barr’s with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high‑tech and high‑touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to , color, , creed, , or expression, , ; marital, domestic partner or civil union status; , citizenship, ancestry, heritage, genetic information, age, legally recognized , 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 , you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com.

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