Note: The job is a remote job and is open to candidates in USA. Edelman Financial Engines seeks a Director, Financial Planning to provide objective, fee-based financial advice and asset management. The role focuses on evaluating client situations, developing recommendations, building client relationships, and helping clients improve their financial well-being.

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

Skills

• Direct client-facing experience in a fee-based wealth management or planning role
• Results driven approach with a consistent track record to form relationships
• Must possess an active Series 65
• Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment
• A Clean U-4
• A Certified Financial Planner (CFP) or other certification is desired

Benefits

• Continuing advisor education on topics vital to clients
• A dedicated team of Client Service Managers and innovative retirement planning tools and software
• May be eligible for a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions

Company Overview

Company H1B Sponsorship