Financial Consultant - Client Growth & Retention

Edelman Financial Engines, LLC; United States; Remote; USD 85,000 - 98,000; Full time

Benefits offered by this job

Discretionary bonus

Health and dental plans

401(k) contributions

Job summary

Edelman Financial Engines, LLC is seeking an Outbound Investment Advisor to join the Advisor Center. You will engage clients via campaigns, identify goals, and present financial solutions while building trusted relationships.

Required are a Bachelor’s degree and an active Series 65/66 license, with a background in consultative, outbound sales and exceptional customer service. Competitive compensation includes base pay plus bonus.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Must hold Series 65 or Series 66 securities license.
• Experience in consultative sales, preferably outbound call center.
• Strong customer service and client-focused mindset.

Responsibilities

• Engages clients through marketing campaigns and outreach programs.
• Identifies client needs and presents appropriate financial solutions.
• Builds client relationships as a trusted information resource.
• Educates clients on financial planning and retirement strategies.
• Maintains time and prospect management to improve outreach campaigns.

Skills

Consultative sales

Outbound calling

Customer service

Communication

Education

Bachelor’s degree

Series 65/66 license

Job description

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.

As an Outbound Investment Advisor on the Advisor Center team, you’ll play a pivotal role by delivering financial strategies to help individuals achieve their goals.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Outbound Investment Advisor role, we are seeking a candidate with a desire to help clients succeed financially. If you are inspired by purpose-driven work and a collaborative, values-led culture, this may be an opportunity for you!

Responsibilities

• Engages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets.
• Actively engages the client in exploratory dialogue to identify needs/wants and initiates financial goal-based conversations; presents appropriate financial solutions to support the achievement of client objectives.
• Helps build the client relationship by serving as a knowledgeable resource for information and advice; handles interactions accurately & efficiently.
• Educates client on financial, investment, debt management, and retirement planning strategies
• Works with high emotional intelligence, developing an unwavering environment of client trust.
• Excels in a consistent, structured work environment.
• Effective at time and prospect management; seeks to improve client contact rate and ensure that EFE campaigns are highly successful.

Requirements

• Bachelor’s degree required and/or equivalent level of professional work experience.
• Possess the Series 65 or Series 66 securities license
• Previous experience working in a consultative sales role; work in a call center preferably in an outbound capacity
• Outstanding customer service experience
• Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client’s financial goals.

Edelman Financial Engines takes a market-based approach to pay. The expected total compensation range for this role nationally is $85,000 to $97,600, comprised of base pay plus bonus. This role is eligible for a quarterly performance based sales bonus. 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 also 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,wesupportmorethan1.27 million clientsacross 140+ offices nationwide and manage over$324billionin assets2.Our unique approach to serving clients combines our advancedmethodologyand 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.

© 2026Edelman 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 servicesprovidedon 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 [e-mail].

1TheBarron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firmselecttoparticipatebut 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 aprecombinationranking of 12th.

2EdelmanFinancial Engines data, as ofSeptember 30, 2025