Remote Position
[Remote] Director, Financial Planning
🌍 Remote · Canada
💼 Full-time
Note: The job is a remote job and is open to candidates in USA. Edelman Financial Engines seeks a Director, Financial Planning to provide objective, fee-based financial advice and asset management. The role focuses on evaluating client situations, developing recommendations, building client relationships, and helping clients improve their financial well-being.
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
Skills
- Direct client-facing experience in a fee-based wealth management or planning role
- Results driven approach with a consistent track record to form relationships
- 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
Benefits
- Continuing advisor education on topics vital to clients
- A dedicated team of Client Service Managers and innovative retirement planning tools and software
- May be eligible for a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions
Company Overview
Company H1B Sponsorship