Inbound Investment Advisor

City Year; United States; Remote; USD 65,000 - 95,000; Full time

Job summary

City Year is seeking an Investment Advisor on the Inbound Advisor team to deliver financial strategies that help individuals reach their goals. The role emphasizes a teaching mindset, perseverance, and compassion for clients seeking financial success.

Responsibilities include handling inbound calls, reviewing clients’ goals, and providing consultative mentorship to empower action and support personal financial achievement in a phone-based engagement center.

Qualifications

• Experience reviewing financial goals with clients and providing guidance.
• Ability to mentor clients to empower action and achieve financial goals.

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

Skills

Inbound calls

Goal-based consulting

Financial guidance

Client engagement

Job description

As an Investment Advisoron theInbound Advisor 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 Investment Advisor role, we are seeking a candidate with a desire to help clients succeed financially.If you have the heart of a teacher, perseverance, and compassion, this may be an 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