Business Development Consultant, Planner

Business Development Consultant, Planner Growth (Remote)

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 represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or the great unknown future.

Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investment decisions in every stage of their lives.

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. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

The Business Development Consultant, Planner Growth is focused on attracting and engaging top financial planning talent into Edelman Financial Engines (EFE). This individual will act as a brand ambassador in the wealth management industry, positioning EFE as a premier "hire-to-retire" destination for financial planners.

Blending business development, relationship management, and recruiting, this role is responsible for proactively sourcing, cultivating, and converting experienced planners by shaping and articulating EFE’s long-term planner value proposition.

• Identify, target, and proactively engage high-quality financial planners across the wealth management industry
• Build and maintain a robust pipeline of passive and active candidates through outbound outreach, networking, and market mapping
• Develop strategic sourcing plans aligned to hiring priorities and market trends

• Clearly articulate EFE’s "hire-to-retire" value proposition, including career growth, client access, compensation, and stability
• Position EFE as a differentiated destination for planners seeking long-term career development and client impact
• Tailor messaging to resonate with planners at various career stages (early, mid, senior)

• Establish and nurture long-term relationships with financial planners, acting as a trusted industry contact
• Maintain ongoing engagement with prospects, even when immediate opportunities are not available
• Partner closely with internal stakeholders to align talent needs and messaging

• Stay informed on industry trends, competitor talent strategies, and compensation benchmarks within wealth management
• Provide insights to leadership on talent availability, competitor positioning, and candidate sentiment

• Drive candidate engagement through the recruiting funnel in partnership with key EFE stakeholders
• Ensure a high-quality candidate experience from initial outreach through offer stage
• Track and report on pipeline activity, conversion rates, and sourcing effectiveness

• 3–7 years of experience in business development, recruiting, or relationship management within financial services or wealth management
• Strong understanding of the financial planning ecosystem (RIA, wirehouse, broker-dealer models)
• Proven ability to engage and influence passive talent through consultative outreach
• Excellent communication and storytelling skills, with the ability to position a compelling career narrative
• Highly proactive, with a hunter mindset and strong pipeline discipline
• Ability to operate in a fast-paced, metrics-driven environment

• Strategic sourcing & prospecting
• Influencing & relationship-building
• Market storytelling & employer branding
• Resilience and persistence
• Collaboration and stakeholder alignment

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is…