Director, Financial Planning (San Francisco - Danville/Walnut Creek)

9 Days Old

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. 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. As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. 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 Requirements: Direct client-facing experience in a fee-based wealth management or planning role Results-driven approach with a consistent track record to form relationships Desire for role with base salary, performance-based compensation and growing earnings potential 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 but not required Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 – $350,000, comprised of base salary and bonus. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
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Location:
Danville, CA, United States
Job Type:
FullTime
Category:
Finance

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