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

Edelman Financial Engines
Walnut Creek, United Statesfull_timeVerifiedPosted 29 Sept 2025
💰 $350,000/yr($125,000/yr – $350,000/yr)

About the role

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 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 in 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 investments 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.   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. In addition you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients.    We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you!    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

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Company

Edelman Financial Engines

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