Edelman Financial Engines Careers - Business Development Consultant, Planner Growth

Edelman Financial Engines

Remote, US
Base: $106,800 to $150,000; bonus/equity: discreti...
Remote
3-7 years business development experience
Strong understanding of wealth management ecosystem
Proven ability to engage passive talent
Edelman Financial Engines is seeking a Business Development Consultant for Planner Growth, a remote position focused on attracting and engaging financial planning talent. The ideal candidate will blend business development, relationship management, and recruiting skills to position EFE as a premier destination for financial planners

Job Summary

  • The role focuses on attracting and engaging top financial planning talent by acting as a brand ambassador in the wealth management industry.
  • Responsibilities include identifying high-quality planners, building a robust pipeline, and articulating the company's 'hire-to-retire' value proposition.
  • The position requires operating in a metrics-driven environment while maintaining long-term relationships with prospects even when immediate opportunities are not available.

Matching Summary

Match Score: 85

Edelman Financial Engines is seeking a Business Development Consultant for Planner Growth, a remote position focused on attracting and engaging financial planning talent. The ideal candidate will blend business development, relationship management, and recruiting skills to position EFE as a premier destination for financial planners.

Salary

Base: $106,800 to $150,000; Bonus/Equity: Discretionary bonus eligible; Benefits: Health, dental, wellness plans, 401(k) contributions

Skills & Requirements

Must-have

  • 3-7 years business development experience
  • Strong understanding of wealth management ecosystem
  • Proven ability to engage passive talent

Nice-to-have

  • Excellent communication and storytelling skills
  • Hunter mindset with strong pipeline discipline
  • Resilience and persistence in fast-paced environment

Key Requirements

  • 3 - 7 years of experience in business development or recruiting
  • Experience within financial services or wealth management sector
  • Ability to influence passive talent through consultative outreach

Work Rights

Not specified

Tailored Resume

Cover Letter