Director, Financial Planning, Seattle Area

Job overview

The Director, Financial Planning role is listed as onsite in Seattle, WA. The anticipated total target cash range is $125,000–$350,000 per year, comprising base salary and bonus. Edelman Financial Engines provides personal financial planning and investment advice, with a stated purpose of helping people thrive through financial guidance. The role serves existing clients through comprehensive financial planning, objective advice, and asset management. By building trusted relationships, evaluating client needs, presenting recommendations, and supporting retention and referrals, the advisor contributes to clients’ financial well-being and the firm’s organic growth.

What you'll do

• Provide objective financial advice and guidance in clients’ best interests
• build long-term relationships with existing clients
• evaluate client situations and analyze needs
• develop and present recommendations
• deliver comprehensive financial planning
• identify opportunities to deepen planning discussions
• support client retention and satisfaction
• generate organic growth through service, referrals, introductions, and additional assets from existing relationships.

What we're looking for

Skills & competencies

director, financial planning

financial advisor

seattle wa

edelman financial engines

$125,000–$350,000/year target cash

fee-based advice

comprehensive financial planning

series 65

health and life insurance license

existing clients

no marketing activities

client relationship management

Work arrangement

• Weekend coverage required

Benefits & perks

• May be eligible for discretionary bonus, health, dental, and other wellness plans, and 401(k) contributions
• recruiter can provide role-specific eligibility details.

Why this role

No marketing activities; clients are qualified, enrolled, and assigned to advisors; requires an active Series 65 and an active Health and Life Insurance license or the ability to obtain it within the first three months.

About the employer

Edelman Financial Engines, LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.