Outbound Investment Advisor

Edelman Financial Engines; Arizona (TX); Remote; USD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking company as an Investment Advisor, where your passion for helping clients can shine. This role involves making outbound calls to provide personalized financial planning advice, building strong client relationships, and guiding them through their financial journeys. With a focus on client goals, you'll engage in meaningful conversations, identify needs, and present tailored solutions. This is an exciting opportunity to be part of a dedicated team that values compassion and integrity, ensuring every client receives the best financial guidance possible. If you have the heart of a teacher and a desire to make a difference, this role is for you.

Qualifications

• Bachelor’s degree required or equivalent professional experience.
• Series 65 or Series 66 securities license is necessary.

Responsibilities

• Engage clients through marketing campaigns and outreach programs.
• Educate clients on financial, investment, and retirement planning strategies.

Skills

Consultative Sales

Customer Service

Financial Planning

Communication

Emotional Intelligence

Education

Bachelor’s Degree

Tools

Digital Self-Service Tools

Job description

Investment Advisor (Outbound) (Phoenix, AZ or Remote)

At Edelman Financial Engines, we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone—not just the wealthy, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our dedication inspires you, we invite you to consider joining our team.

As an Investment Advisor on the Outbound Team of our Engagement Center team, you’ll demonstrate the value of our products, services, and reputation. By providing best-in-class financial advice and a personalized client experience, the results will be increased client happiness, referrals, repeat business, and asset retention.

As the Investment Advisor, you will make outbound client calls and provide financial planning advice, building solutions to meet each client’s needs. You will guide the client through financial planning principles as well as digital self-service tools and other resources. This team focuses on building our brand and client relationships with each interaction, offering high value for the services provided, and growing assets under management, while always putting client goals first.

We are looking for someone who has a desire to help people and provide guidance to help our clients succeed financially. If you have the heart of a teacher, compassion, and the ability to convey our company's purpose, this may be the 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 and 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.
• Outstanding customer service experience.
• Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client’s financial goals.

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's with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets. 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.