Inbound Financial Advisor: Personal Planning & Guidance

Edelman Financial Engines; Phoenix (AZ); On-site; USD 51,000 - 68,000; Full time

Job summary

Edelman Financial Engines is seeking an Investment Advisor on the Inbound Advisor team who guides individuals toward their financial goals. The role emphasizes active client engagement by phone, consultative guidance, and a strong service mindset.

The position requires a bachelor’s degree or equivalent experience, and a Series 65/66 license (or willingness to earn within three months). Base pay ranges with potential bonuses and benefits; relocation considerations apply for a national footprint.

Qualifications

• Bachelor’s degree or equivalent work experience (Finance/Economics/Financial Planning preferred).
• Outstanding customer service experience and strong desire to help people.
• Ability to discuss financial goals with clients over the phone and advise on their financial objectives.
• Series 65 or 66 license or willingness to earn within the first 3 months of employment.

Responsibilities

• Meet performance targets for engagement center metrics: opportunity generation, client enrollment, client retention, and customer survey scores.
• Take inbound calls and review financial goals to uncover needs and opportunities; provide consultative mentorship.
• Demonstrate knowledge of Edelman Financial Engines products and personal financial planning approach.
• Engage with clients over the phone; conduct goal-based conversations; resolve client issues.
• Manage time and client inflows within a set schedule in the engagement center.

Skills

Customer service

Results oriented

Phone consultation

Series 65/66 license

Education

Finance/Economics/Financial Planning degree

Tools

CRM tools

Job description

Edelman Financial Engines is seeking an Investment Advisor on the Inbound Advisor team who guides individuals toward their financial goals. The role emphasizes active client engagement by phone, consultative guidance, and a strong service mindset.

The position requires a bachelor’s degree or equivalent experience, and a Series 65/66 license (or willingness to earn within three months). Base pay ranges with potential bonuses and benefits; relocation considerations apply for a national footprint.