Inbound Investment Advisor

Jobtailor; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor is seeking a client engagement professional in Phoenix, AZ to drive financial planning conversations over the phone. The role emphasizes consultative mentorship, educating clients on planning strategies, and achieving performance targets through inbound calls and goal-based discussions.

Qualified candidates have a Bachelor’s degree and either Series 65/66 licenses or a plan to obtain Series 65 within 3 months, with strong customer service and a passion for helping people.

Qualifications

• Bachelor’s degree required or equivalent professional experience.
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Responsibilities

• Conduct business to achieve or exceed engagement center performance targets such as engagement, enrollment, retention, and survey scores.
• Take inbound calls and review financial goals to uncover needs and opportunities.
• Provide consultative mentorship to empower client action and support achievement of personal financial goals.
• Demonstrate knowledge of financial planning philosophy, products, services, investment strategies, and personal financial planning.
• Engage with clients over the phone and conduct goal-based conversations.
• Resolve client issues accurately and efficiently.
• Adhere to engagement center schedule and manage time, inflows, and processes.

Skills

Financial Planning

Investment Strategies

Client Enrollment

Opportunity Generation

Client Retention

Consultative Mentorship

Customer Service

Telephone Communication

Education

Bachelor's degree

Tools

Computer-Based Tools for Account Management

Job description

• Conduct business to achieve or exceed engagement center performance targets, including 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 to empower client action and support achievement of personal financial goals
• Demonstrate knowledge of the company’s financial planning philosophy, products and services, investment strategies, and personal financial planning
• Engage with clients over the phone and conduct goal-based conversations
• Accurately and efficiently resolve client issues
• Handle time, client inflows, and processes optimally while adhering to a set engagement center schedule

Requirements

• Bachelor’s degree required and/or equivalent level of professional work experience
• Prefer degree in Finance, Economics, Financial Planning, or related field
• Outstanding customer service experience
• Strong desire to help people
• Results oriented, with a passion for talking to clients over the phone to uncover financial needs and advise on financial goals
• Proficiency and/or experience working with computer-based tools for account management
• Possess the Series 65 or Series 66 securities license, or be willing to earn the Series 65 license within the first 3 months of employment

Core Competencies

Demonstrates expertise in financial planning, client engagement, and consultative mentorship to drive client success and achieve performance targets. Proficient in utilizing computer-based tools for account management and resolving client issues efficiently.

Highest-signal resume keywords

• Bachelor's Degree
• Series 65 License
• Financial Planning
• Customer Service
• Consultative Mentorship

Hard Skills

• Financial Planning
• Investment Strategies
• Client Enrollment
• Opportunity Generation
• Client Retention

Soft Skills

• Results Oriented
• Strong Desire to Help People
• Outstanding Customer Service Experience

Certifications & Qualifications

• Series 65 License
• Series 66 License

Industry Keywords

• Financial Goals
• Client Engagement
• Goal-Based Conversations
• Client Issues Resolution

Tools & Technologies

• Computer-Based Tools for Account Management