Joe Salcido

About Joe Salcido

With over 15 years of experience in sales and operations, I currently serve as Regional Director of Wealth Planning at Edelman Financial Engines, supporting a multistate territory of 31 Financial Planners managing over $6 billion in AUM for 7,500 clients. I focus on fostering trust, collaboration, and sustainable growth by emphasizing leadership development, mentoring, and empathetic engagement. My work centers on improving pipeline discipline, driving planner success, and aligning strategies with organizational goals.I am dedicated to empowering financial planning professionals to achieve and exceed their objectives, as demonstrated by delivering 123% of the Net New Asset target in 2025, ranking #2 nationally for inflows. My passion lies in driving business development, operational excellence, and team performance while ensuring that client needs are met with care and precision.

Experience

1. Regional Director, Wealth Planning

   Edelman Financial Engines

   Jul 2023 — Present · US

   Supporting a newly realigned multistate territory covering Nevada, New Mexico, Texas,Oklahoma, Louisiana, and Alabama, partnering with 31 Financial Planners managing over $6B in AUM supporting 7,500 clients. Quickly established trust, credibility, and rapport across a diverse planner populationby leading with empathy, curiosity, and an understanding of individual goals,challenges, and practice maturity.2025 HighlightsDelivered 123% vs Net New Asset target ($460M vs.$373M), ranking #2 in inflowsnationally despite having the smallest team.Drove 90% of Planners to meet or exceed NNA targets and 100% improved inflows YoY.Rebuilt pipeline discipline, improving conversion rigor, hygiene, and execution.Led major APS engagement growth:+180% Tax planning +80% Estate planning,+62% Holistiplan deliveriesSuccessfully transitioned eight low conversion Planners into client taking roles alignedwith their strengths, improving client outcomes and Planner performance.Navigated a complex performance improvement process resulting in positive outcomesfor both the firm and the individual planners.Coached multiple turnaround cases—most notably transforming several planners (TX,FL) to strong performance.Retained 70% and 85% of high‑risk AUM from defected planners through targetedclient engagement strategies.Executed Planner workshops across Houston, Atlanta, Miami, Clearwater and SanAntonio to deliver value and build culture.2024 HighlightsDrove 34% YoY NNA growth (2024 vs. 2023) with $517M in NNA.80% of planners improved NNA YoY through customized sales process redesign.

Education

• New Mexico State University

  Minor, Spanish language

  2001 — 2006

• Saint Joseph's University

  Master of Business Administration - MBA, Finance

  2013 — 2016

• New Mexico State University

  Bachelor of Business Administration, International Business

  2001 — 2006

• New Mexico State University

  Bachelor of Business Administration, Finance, General

  2001 — 2006