Director, Client-Centric Financial Planning

Edelman Financial Engines, LLC is seeking a Director, Financial Planning in Maumee, OH to provide objective, fee-based financial planning and asset management for existing clients. The role emphasizes fiduciary guidance, deep client relationships, and a no-marketing approach to growth.

The successful candidate will lead planning conversations, collaborate with Client Service Managers, and use retirement planning tools to enhance client outcomes while driving organic growth and client retention.