Regional Director, Financial Planning – Remote SW
Remote / Online - Candidates ideally in
Los Angeles, Los Angeles County, California, 90079, USA
Listed on 2026-07-15
Los Angeles, Los Angeles County, California, 90079, USA
Listing for:
Edelman Financial Engines, LLC
Remote/Work from Home
position Listed on 2026-07-15
Job specializations:
-
Management
Job Description & How to Apply Below
Edelman Financial Engines, LLC is seeking a Regional Director of Financial Planning for the Southwestern/South Central United States. This remote role leads a team of planners, coaching them to drive client acquisitions, retention, and asset growth while aligning with corporate risk and policies.
You will partner with cross-functional teams to deliver superior client experiences. Ideal candidates bring 5–10 years in financial services sales leadership, strong people management, and deep
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