Director, Financial Planning - Salt Lake City, UT

Edelman Financial Engines

1 month ago

Salt Lake City, UT

Onsite

Full Time

Senior

0 applicants

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About this role

Edelman Financial Engines is seeking an experienced Senior Financial Advisor to provide objective, fee-based financial advice and asset management to clients. The role involves evaluating client needs, developing tailored recommendations, and building strong client relationships, with a focus on serving clients' best interests and achieving their financial goals. The position offers a performance-based compensation structure with opportunities for growth and professional development.

Skills

About Edelman Financial Engines

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.