Inbound Investment Advisor

Edelman Financial Engines, LLC; Phoenix (AZ); On-site; USD 50,000 - 68,000; Full time

Job summary

A leading financial advisory firm seeks an Inbound Investment Advisor to join their team in Phoenix. This role involves providing tailored financial strategies and superior client experiences while achieving performance metrics. Candidates should possess a passion for helping clients succeed financially and meet stringent qualifications in finance or related fields.

Benefits

Health insurance

401(k) contributions

Discretionary bonus

Dental and wellness plans

Qualifications

• Bachelor's degree or equivalent professional work experience required.
• Outstanding customer service experience; desire to help people.
• Possession of Series 65 or 66 securities license preferred.

Responsibilities

• Achieve/exceed performance targets for engagement center metrics.
• Provide consultative mentorship to empower client action.
• Conduct goal-based conversations and resolve client issues.

Skills

Customer Service

Consultative Mentorship

Financial Planning

Communication

Education

Bachelor’s degree in Finance, Economics, Financial Planning, or related field

Tools

Computer-based tools for account management

Job description

Inbound Investment Advisor

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 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 Investment Advisor on the Engagement Center team, you’ll demonstrate the value of our products, services, and reputation. By providing outstanding financial advice and a personalized client experience, you will increase client happiness, referrals, repeat business, and asset retention.

We are looking for someone who has a desire to help people and provide strategies to help them succeed financially.If you have the heart of a teacher, kindness, and compassion, this may be the opportunity for you!

Responsibilities:

• Conduct business with the goal of achieving/exceeding 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 to empower action and support achievement of the client’s personal financial goals
• Demonstrate knowledge of the company financial planning philosophy and approach, products and services, investment strategies, and other aspects of personal financial planning.
• Ability to engage with clients over the phone & conduct goal-based conversations; accurately & efficiently to resolve client issues.
• Optimally handle time, client inflows and processes while adhering to a set schedule within the engagement center.

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 and strong desire to help people.
• Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client’s 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 go through our training program to earn the Series 65 securities license within the first 3 months of employment.

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $50,700 - $67,600. However, 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 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. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's1with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets2 Our unique approach to serving clients combines our advanced methodology and 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.

2024 Edelman 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. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

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].

1The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.

2 Edelman Financial Engines data, as of September 30, 2024.#LI-REMOTE