Financial Consultant - Client Growth & Retention New

Edelman Financial Engines, LLC; Northern (KY); Hybrid; USD 85,000 - 98,000; Full time

Benefits offered by this job

Health benefits

401(k) contributions

Dental plan

Job summary

Edelman Financial Engines, LLC is seeking a Financial Consultant for the Advisor Center to drive outbound outreach, engage clients, and strengthen relationships across the client lifecycle. The role focuses on delivering financial strategies, understanding client goals, and guiding conversations to grow assets while maintaining high service standards.

Remote work with nationwide opportunities. Series 65/66 licenses preferred.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Series 65 or Series 66 securities license.
• Experience in consultative sales, preferably outbound call center.
• Strong client communication and goal-based financial guidance.

Responsibilities

• Drive outbound outreach campaigns to engage clients and attract new assets.
• Identify client needs and present financial solutions to meet objectives.
• Educate clients on investments, retirement planning, and debt management.
• Develop trusted relationships with clients ensuring retention.
• Manage time and prospecting to improve contact rates and campaign success.

Skills

Series 65/66 licenses

Outbound sales experience

Consultative selling

Phone-based client communication

Education

Bachelor’s degree

Job description

Financial Consultant - Client Growth & Retention

Remote

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 Advisoron theAdvisor 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
• 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 assets 2 .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 California residents, please see the link for thePrivacy Notice for Candidates . California law requires that we provideyouthis 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] .

1 TheBarron’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.

2 EdelmanFinancial Engines data, as ofSeptember 30, 2025