Director, Financial Planning (San Francisco - Danville/Walnut Creek)
Edelman Financial EnginesSan Francisco, California, United States • Vallejo, California, United States • California, United States • California, United States
Posted September 29, 2025
125000 - 350000 USD year
Full Time
About the Company
Edelman Financial Engines is an independent wealth planning and workplace investment advisory firm founded over 35 years ago. We provide sophisticated investment modeling tools and comprehensive financial services, including retirement planning, tax planning, and estate planning, to help individuals and families build, grow, and protect their wealth. Our unique blend of high-tech solutions and personalized, high-touch advice sets us apart in the industry, serving more than 1.3 million clients across America.
Job Description
Edelman Financial Engines (EFE) is seeking a Senior Financial Advisor to provide objective, fee-based advice and asset management to clients. The role involves building relationships, analyzing client needs, and developing recommendations aligned with their financial goals. EFE is committed to client and advisor compensation, fostering a values-led culture, and prioritizing building long-term relationships.
Requirements
- Direct client-facing experience in a wealth management or planning role
- Results-driven approach with a consistent track record to form relationships
- Desire for a base salary, performance-based compensation, and growing earnings potential
- Active Series 65 license
- Active Health and Life Insurance license or will require registration within 3 months
- Clean U-4 background
- Certified Financial Planner (CFP) or other certification (desired, not required)
Benefits
- Discretionary bonus
- health, dental and wellness plans
- 401(k) contributions