Regional FP Director - Remote; SW/S
Remote / Online - Candidates ideally in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-07-27
San Diego, San Diego County, California, 92189, USA
Listing for:
Edelman Financial Engines, LLC
Remote/Work from Home
position Listed on 2026-07-27
Job specializations:
-
Management
Operations Management, Project & Program Management
Job Description & How to Apply Below
Edelman Financial Engines, LLC is seeking a Regional Director, Financial Planning to lead a team of roughly 30 Planners, coach them, and drive superior client experiences across the Southwestern/South Central United States. The role requires 5–10 years in financial services sales management and a proven ability to build high‑performing teams.
You will mentor planners, shape strategy, and report progress to senior leadership while maintaining our client-first culture.
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