Director, Financial Planning (San Francisco - Danville / Walnut Creek)

Senior Financial Advisor – Edelman Financial Engines

At EFE, we guide people with the financial advice they need to thrive. We are committed to managing investments with a people‑first approach, building long‑term relationships based on respect and integrity.

Role Overview

As a Senior Financial Advisor, you’ll provide objective, fee‑based advice and asset management, with the aim to help clients build a better financial future. The role requires no marketing activities and focuses entirely on serving clients’ best interests.

Responsibilities

• Serve the client’s best interests, providing outstanding financial advice.
• 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

Compensation

Market‑based approach. The total target cash range is $125,000 – $350,000, comprised of base salary and bonus. Bonus potential is directly linked to performance and growth of client relationships.

Benefits

Potential discretionary bonus, health, dental, wellness plans, 401(k) contributions and other compensation and benefits.

EEO Statement

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 available. For California residents, see privacy notice for candidates. For more information, visit EdelmanFinancialEngines.com.

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