Regional Director, Financial Planning (Mid-Atlantic)

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.

The Regional Director, Financial Planning is responsible for leading a team of Financial Planners within an assigned territory and driving business execution, client growth, planner development, and team engagement. This leader serves as the primary coach and performance manager for planners and is accountable for achieving regional production, retention, and client experience objectives.

The Regional Director creates a high-performing culture through leadership, coaching, accountability, and partnership across the firm. While primarily focused on regional execution, this leader contributes to broader organizational initiatives and supports the strategic priorities established by Wealth Planning leadership.

Responsibilities:

Team Leadership

Lead a territory of Financial Planners responsible for client acquisition, retention, and asset growth.

Create a culture of accountability, engagement, and performance.

Establish clear goals and expectations aligned with company objectives.

Conduct ongoing performance coaching and development discussions.

Ensure planners maintain high-quality client experiences.

Coaching & Development

Coach planners through all stages of the client engagement process.

Improve planner effectiveness in prospecting, conversion, planning, and client retention.

Support professional development and career growth.

Assist planners in building sustainable and scalable practices.

Identify and develop future leadership talent.

Business Performance

Drive achievement of regional business goals and key performance metrics.

Monitor planner productivity, conversion rates, and client outcomes.

Implement business strategies and priorities established by executive leadership.

Address performance issues and create improvement plans when necessary.

Regularly report business results and key trends.

Cross-Functional Partnership

Collaborate with service, operations, investment management, recruiting, marketing, and leadership teams.

Support implementation of firm initiatives and organizational priorities.

Partner across functions to improve client experience and operational effectiveness.

Ensure compliance with firm policies and risk management standards.

Culture & Engagement

Foster strong employee engagement and team collaboration.

Reinforce firm values and cultural expectations.

Support change management initiatives.

Promote inclusion, professionalism, and teamwork throughout the region.

Requirements:

5-10 years of leadership experience within financial services or wealth management.

Experience managing and developing professional teams.

Strong coaching and performance management skills.

Understanding of financial planning, wealth management, and client acquisition strategies.

Demonstrated ability to drive business results through people leadership.

Strong communication and relationship management capabilities.

Preferred:

Experience leading geographically dispersed teams.

Experience with advisor development and practice management.

Relevant industry licenses and certifications.

Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $379,000-$447,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com. © 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com. 1 The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 2 Edelman Financial Engines data, as of September 30, 2025