Director, Financial Planning - Salt Lake City, UT jobs in United States
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Edelman Financial Engines · 1 day ago

Director, Financial Planning - Salt Lake City, UT

positionSalt Lake City, UT
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
money$125K/yr - $350K/yr

Edelman Financial Engines is a leading independent financial planning and investment advisory firm committed to acting in the best interests of its clients. The Director of Financial Planning will provide objective, fee-based advice and asset management, focusing on helping clients build a better financial future while managing a dedicated team and utilizing innovative planning tools.

ConsultingFinancial ServicesPersonal FinanceRetirement
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H1B Sponsor Likelynote

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

Qualification

Client-facing experienceSeries 65 certificationHealthLife Insurance licenseFinancial planningCertified Financial Planner (CFP)Results drivenRelationship building

Required

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

Preferred

A Certified Financial Planner (CFP) or other certification is desired but not required

Benefits

Discretionary bonus
Health
Dental and other wellness plans
401(k) contributions

Company

Edelman Financial Engines

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Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
dateFounded in 1986
location
Boston, Massachusetts, USA
people-size1001-5000 employees
web-link
https://www.edelmanfinancialengines.com/

H1B Sponsorship

Edelman Financial Engines has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (25)
2024 (32)
2023 (34)
2022 (46)
2021 (34)
2020 (30)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Warburg Pincus
2021-03-15Private Equity
2012-04-16Acquired

Leadership Team

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Ralph Haberli
Acting Chief Executive Officer
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Suzanne van Staveren
Executive Vice President and Chief Financial Officer
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Recent News

Business Wire
New research from Edelman Financial Engines explores “What Money Means”
2025-12-10
MarketScreener
Evolent Health Inc appoints Mario Ramos as CFO effective January 1, 2026 - SEC filing
2025-11-07
Morningstar.com
Edelman Financial Engines Announces Senior Leadership Changes
2025-10-15
Company data provided by crunchbase