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.The Business Development Consultant, Planner Growth is focused on attracting and engaging top financial planning talent into Edelman Financial Engines (EFE). This individual will act as a brand ambassador in the wealth management industry, positioning EFE as a premier “hire-to-retire” destination for financial planners.Blending business development, relationship management, and recruiting, this role is responsible for proactively sourcing, cultivating, and converting experienced planners by shaping articulating EFE’s long-term planner value proposition.Responsibilities:Talent Origination & Business DevelopmentIdentify, target, and proactively engage high-quality financial planners across the wealth management industryBuild and maintain a robust pipeline of passive and active candidates through outbound outreach, networking, and market mappingDevelop strategic sourcing plans aligned to hiring priorities and market trendsPlanner Value Proposition PositioningClearly articulate EFE’s “hire-to-retire” value proposition, including career growth, client access, compensation, and stabilityPosition EFE as a differentiated destination for planners seeking long-term career development and client impactTailor messaging to resonate with planners at various career stages (early, mid, senior)Relationship ManagementEstablish and nurture long-term relationships with financial planners, acting as a trusted industry contactMaintain ongoing engagement with prospects, even when immediate opportunities are not availablePartner closely with internal stakeholders to align talent needs and messagingMarket IntelligenceStay informed on industry trends, competitor talent strategies, and compensation benchmarks within wealth managementProvide insights to leadership on talent availability, competitor positioning, and candidate sentimentPipeline ConversionDrive candidate engagement through the recruiting funnel in partnership with key EFE stakeholdersEnsure a high-quality candidate experience from initial outreach through offer stageTrack and report on pipeline activity, conversion rates, and sourcing effectivenessRequirements:3-7 years of experience in business development, recruiting, or relationship management within financial services or wealth managementStrong understanding of the financial planning ecosystem (RIA, wirehouse, broker-dealer models)Proven ability to engage and influence passive talent through consultative outreachExcellent communication and storytelling skills, with the ability to position a compelling career narrativeHighly proactive, with a hunter mindset and strong pipeline disciplineAbility to operate in a fast-paced, metrics-driven environmentKey Competencies:Strategic sourcing & prospectingInfluencing & relationship-buildingMarket storytelling & employer brandingResilience and persistenceCollaboration and stakeholder alignmentEdelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $106,800 to $150,000. 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 EnginesSince 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.
