Director, Financial Planning (Sacramento Area, CA)

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions, or third-party compensation for any of the investments or recommendations we offer our clients. In addition, you will engage in NO marketing activities.

Unlike traditional advisory roles that focus on converting prospects into clients, this position serves clients who have already chosen to engage with the firm and completed the enrollment process. The firm qualifies, enrolls, and assigns clients to advisors, allowing you to focus on what you do best: developing trusted relationships, delivering comprehensive financial planning, and helping clients make informed decisions that improve their financial well-being over time.

Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software to help you deliver the right advice to your clients.

Success in this role is driven by client satisfaction, retention, and your ability to deepen relationships that naturally lead to additional assets, expanded planning opportunities, and referrals from existing clients and their networks. Rather than managing a sales pipeline, your focus will be on delivering an exceptional client experience that strengthens long-term relationships and supports organic growth.