Director, Financial Planning - Seattle, WA

Director, Financial Planning - Seattle, WA at Edelman Financial Engines

Edelman Financial Engines (EFE) aims to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. Our purpose is to manage our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions that help them feel confident about the plans they are making, whether for today, tomorrow, or the great unknown future.

Our culture is grounded in our CORE values:
Client First, One Team, Respectful Candor, and Endless Curiosity.

• 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
• Provide objective, fee‑based advice and asset management as a fiduciary
• Engage in NO marketing activities

• 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 a 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 be required to obtain one within the first three months of employment
• Clean U‑4
• A Certified Financial Planner (CFP) or other certification is desired but not required

The anticipated total target cash range for this role is $125,000 – $350,000, comprised of base salary and bonus. Bonus potential is directly linked to performance and success in growing sales and client relationships. Additional compensation and benefits may include a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions, depending on experience, location and market conditions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

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. For California residents, please see the link for the Privacy Notice for Candidates.

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 [email protected].