Director, Financial Planning
$125K - $350K/yr
Director, Financial Planning (Providence-RI) 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 ...
$125K - $350K/yr
Director, Financial Planning (Providence-RI) 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 ...
$125K - $350K/yr
Director, Financial Planning (Providence-RI) 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 ...
$125K - $350K/yr
Director, Financial Planning (Providence-RI) 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 ...
$125K - $350K/yr
Director, Financial Planning (Providence-RI) 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 ...
Director, Financial Planning ( Providence-RI ) 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 ...
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Director, Financial Planning ( Providence-RI ) 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 ...
Providence, RI · On-site
$125K - $350K/yr
Description Director, Financial Planning (Providence-RI) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar ...
Providence, RI · On-site
$125K - $350K/yr
Description Director, Financial Planning (Providence-RI) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar ...
$64.64K - $96.96K/yr
Director, Financial Aid Apply now Job no: 501980 Work type: Staff Full-Time Location: Nashville Categories: Staff Title: Director, Financial Aid POSITION SUMMARY The Director of Financial Aid ...
$64.64K - $96.96K/yr
Director, Financial Aid Apply now Job no: 501980 Work type: Staff Full-Time Location: Nashville Categories: Staff Title: Director, Financial Aid POSITION SUMMARY The Director of Financial Aid ...
$64.64K - $96.96K/yr
Director, Financial Aid Title: Director, Financial Aid POSITION SUMMARY The Director of Financial Aid provides strategic leadership and oversight of all federal, state, and institutional financial ...
$64.64K - $96.96K/yr
Director, Financial Aid Title: Director, Financial Aid POSITION SUMMARY The Director of Financial Aid provides strategic leadership and oversight of all federal, state, and institutional financial ...
Anaheim, CA · On-site
$125K - $350K/yr
Description Director, Financial Planning (Anaheim, 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 ...
Anaheim, CA · On-site
$125K - $350K/yr
Description Director, Financial Planning (Anaheim, 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 ...
$125K - $350K/yr
Director, Financial Planning (Anaheim, 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 ...
$125K - $350K/yr
Director, Financial Planning (Anaheim, 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 ...
Director, Financial Planning (Portland, OR ) 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 ...
Quick apply
Director, Financial Planning (Portland, OR ) 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 ...
$125K - $350K/yr
Director, Financial Planning (Portland, OR) 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 ...
$125K - $350K/yr
Director, Financial Planning (Portland, OR) 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 ...
$125K - $350K/yr
Director, Financial Planning (Portland, OR) 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 ...
$125K - $350K/yr
Director, Financial Planning (Portland, OR) 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 ...
$125K - $350K/yr
Director, Financial Planning (Anaheim, 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 ...
$125K - $350K/yr
Director, Financial Planning (Anaheim, 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 ...
San Francisco, CA · Hybrid
$170.70K/yr
The Director will play a critical role in shaping financial strategy by synthesizing complex data into actionable insights and presenting clear, compelling recommendations to senior leadership and ...
San Francisco, CA · Hybrid
$170.70K/yr
The Director will play a critical role in shaping financial strategy by synthesizing complex data into actionable insights and presenting clear, compelling recommendations to senior leadership and ...
San Francisco, CA · On-site
$170.70K/yr
The Director will play a critical role in shaping financial strategy by synthesizing complex data into actionable insights and presenting clear, compelling recommendations to senior leadership and ...
San Francisco, CA · On-site
$170.70K/yr
The Director will play a critical role in shaping financial strategy by synthesizing complex data into actionable insights and presenting clear, compelling recommendations to senior leadership and ...
Portland, OR · On-site
$125K - $350K/yr
Description Director, Financial Planning (Portland, OR) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar ...
Portland, OR · On-site
$125K - $350K/yr
Description Director, Financial Planning (Portland, OR) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar ...
Director, Financial Planning (Anaheim , 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 ...
Quick apply
Director, Financial Planning (Anaheim , 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 ...
The Director, Financial Planning and Analysis leads and directs the company's budget and quarterly forecast processes and presents to senior management while ensuring the accuracy of information and ...
Quick apply
The Director, Financial Planning and Analysis leads and directs the company's budget and quarterly forecast processes and presents to senior management while ensuring the accuracy of information and ...
Weed, CA · On-site
$100.09K - $139.41K/yr
Continuous Description DIRECTOR, FINANCIAL AID FIRST REVIEW APRIL 24, 2026 - OPEN UNTIL FILLED FIRST REVIEW EXTENDED MAY 1, 2026 - OPEN UNTIL FILLED ESTIMATED STARTING SALARY $8,341 - $9,664 MONTHLY ...
Weed, CA · On-site
$100.09K - $139.41K/yr
Continuous Description DIRECTOR, FINANCIAL AID FIRST REVIEW APRIL 24, 2026 - OPEN UNTIL FILLED FIRST REVIEW EXTENDED MAY 1, 2026 - OPEN UNTIL FILLED ESTIMATED STARTING SALARY $8,341 - $9,664 MONTHLY ...
The Director, Financial Planning and Analysis leads and directs the company's budget and quarterly forecast processes and presents to senior management while ensuring the accuracy of information and ...
Quick apply
The Director, Financial Planning and Analysis leads and directs the company's budget and quarterly forecast processes and presents to senior management while ensuring the accuracy of information and ...
New York, NY · On-site
$200K - $230K/yr
Director, Financial Operations We are seeking a Director, Financial Operations to lead and scale Talos' core transactional finance functions across multiple global entities. This role owns the ...
New York, NY · On-site
$200K - $230K/yr
Director, Financial Operations We are seeking a Director, Financial Operations to lead and scale Talos' core transactional finance functions across multiple global entities. This role owns the ...
$58K - $68K
3% of jobs
$68K - $77.9K
14% of jobs
$85.6K is the 25th percentile. Wages below this are outliers.
$77.9K - $87.9K
11% of jobs
$87.9K - $97.8K
11% of jobs
The median wage is $107.4K / yr.
$97.8K - $107.8K
13% of jobs
$107.8K - $117.7K
11% of jobs
$117.7K - $127.7K
9% of jobs
$130.9K is the 75th percentile. Wages above this are outliers.
$127.7K - $137.6K
14% of jobs
$137.6K - $147.6K
8% of jobs
$147.6K - $157.5K
4% of jobs
$157.5K - $167.5K
3% of jobs
$58K
$112K
$167.5K
| Aspect | Director Financial | Financial Manager |
|---|---|---|
| Credentials | Bachelor's degree, CPA or CFA often preferred | Bachelor's degree, CPA or CFA often preferred |
| Work Environment | Strategic planning, executive meetings, high-level decision making | Financial reporting, team management, operational tasks |
| Employer & Industry Usage | Large corporations, finance departments, multinational companies | Corporations, small to medium businesses, finance departments |
The main difference between a Director Financial and a Financial Manager lies in their scope and focus. The Director Financial typically oversees the entire financial strategy and works closely with executive leadership, while the Financial Manager handles day-to-day financial operations and reporting. Both roles require similar credentials but differ in strategic versus operational responsibilities.

$125K - $350K/yr
Full-time
Medical, Dental, Retirement
Posted yesterday
9.2
Based on 12 frontline employees who took The Breakroom Quiz
Director, Financial Planning (Providence-RI)
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 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 Director, Financial Planning 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. 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.
We are looking for an experienced Senior Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you!
Responsibilities:
Requirements:
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.
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Finance and insurance
1,001 - 5,000 Employees
Santa Clara, CA, US
1987