Director, Associate Financial Planners

edelmanfinancialengines

17 days ago

Remote

Full Time

Manager

0 applicants

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About this role

Edelman Financial Engines is seeking a Director, Associate Financial Planners to lead a team supporting financial planners across the country. The role involves managing a workforce of AFPs, driving client acquisition and retention, and ensuring excellent client service through financial planning analysis and collaboration.

Skills

Qualifications

Bachelor’s degree in business or finance

About edelmanfinancialengines

edelmanfinancialengines.com

Edelman Financial Engines is a large independent wealth management and retirement-planning firm created by the merger of Edelman Financial Advisors and Financial Engines. It delivers personalized financial planning, investment and wealth management, 401(k) and employer‑plan advice, and tax‑aware strategies through a hybrid model of digital tools and human advisors. The firm serves individual investors, employer‑sponsored retirement plans and institutions, offering online planning tools, portfolio management, and ongoing fiduciary guidance to help clients pursue long‑term goals. It’s known for combining scalable technology with dedicated advisors and a fiduciary approach to advice.