Director, Financial Planning - St. Louis, MO

Director, Financial Planning – St. Louis

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 and invested represents a lifetime of hard work and aspiration, and our goal is to build long‑term relationships based on respect, integrity, and a commitment to helping clients make smart investment decisions at every stage of life.

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 each other.

As a Senior Financial Advisor, you will provide objective, fee‑based advice and asset management, serving the client’s best interests and helping them build a better financial future. You will receive ongoing education, work with a dedicated Client Service Manager team, and use innovative retirement planning tools and software.

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

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 determined based on responsibilities, skills, experience, location, and market conditions. The role may be eligible for other forms of compensation and benefits, including discretionary bonuses, 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 Barron’s, with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets.

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 either contacting your recruiter or HRQ@EdelmanFinancialEngines.com.

Equal Employment Opportunity Statement

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.

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