Director, Financial Planning

Job overview

The Director, Financial Planning role is listed in Fairfax, VA, and pays a target cash range of $125,000–$350,000 per year, comprising base salary and bonus. Edelman Financial Engines’ purpose is to provide financial advice that helps people thrive and make confident investment decisions. The role serves clients through objective, fee-based financial advice and asset management. It evaluates client needs, develops recommendations, and builds relationships to help clients pursue their financial goals and improve their financial well-being.

What you'll do

• Provide financial advice in clients’ best interests
• evaluate client situations and analyze needs
• develop and present recommendations
• build positive client relationships
• influence clients to improve their financial well-being.

What we're looking for

Skills & competencies

financial planning

financial advisor

wealth management

fee-based advice

asset management

client relationships

series 65

health and life insurance license

fairfax va

edelman financial engines

$125k–$350k/year target cash

performance-based compensation

401(k)

medical and dental

Work arrangement

• Weekend coverage required

Benefits & perks

• The role may be eligible for health, dental, and other wellness plans, 401(k) contributions, and discretionary bonus compensation.

Why this role

The posting describes a fiduciary, fee-based advisory role with no marketing activities and no commissions or third-party investment compensation.

About the employer

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