Outbound Investment Advisor

Edelman Financial Engines; United States; Hybrid; USD 55,000 - 75,000; Full time

Job summary

Edelman Financial Engines is seeking an Outbound Investment Advisor dedicated to enhancing client relationships through personalized financial advice. You will leverage your consultative sales skills by making outbound calls, educating clients on financial strategies, and delivering outstanding service while focusing on their goals. If you are passionate about helping others succeed financially, consider this opportunity to join a team that values integrity and compassion.

Benefits

Medical insurance

Vision insurance

401(k)

Tuition assistance

Qualifications

• Bachelor's degree required or equivalent experience.
• Possess the Series 65 or Series 66 securities license.
• Previous experience in a consultative sales role preferred.

Responsibilities

• Engages clients through marketing campaigns to encourage productive dialogue.
• Provides financial planning advice tailored to client needs.
• Educates clients on investment strategies.

Skills

Customer service

Financial planning

Consultative sales

Communication

Time management

Education

Bachelor’s degree

Job description

Join to apply for the Outbound Investment Advisor role at Edelman Financial Engines

3 days ago Be among the first 25 applicants

Join to apply for the Outbound Investment Advisor role at Edelman Financial Engines

Get AI-powered advice on this job and more exclusive features.

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, build 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 relationship 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!

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, build 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 relationship 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 & 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.

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $55,700 - $74,200. This role is also eligible for a quarterly performance based sales bonus.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 also 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's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 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] . 1 The 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.

Referrals increase your chances of interviewing at Edelman Financial Engines by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Tuition assistance

Get notified when a new job is posted.

Sign in to set job alerts for “Investment Advisor” roles.

Investment Professional (VP) – Private Equity (Metals & Mining)

Investment Professional (Deal Origination)

United States $75,000.00-$90,000.00 4 days ago

West Palm Beach, FL $150,000.00-$300,000.00 1 week ago

United States $120,000.00-$300,000.00 3 days ago

El Paso, TX $140,000.00-$180,000.00 2 weeks ago

Boston, MA $140,000.00-$180,000.00 2 weeks ago

Associate, Research, Investment Analytics

New York, NY $95,000.00-$120,000.00 4 days ago

Wealth Advisor, Investments (Specialize in working with the UHNW/HNW & well versed in Alts)

California, United States $160,001.00-$200,000.00 1 day ago

Associate, Research, Investment Analytics

Queens County, NY $95,000.00-$120,000.00 4 days ago

San Francisco, CA $160,001.00-$200,000.00 1 day ago

United States $80,000.00-$150,000.00 3 days ago

Investment Manager / Treasury Manager (Remote)

United States $100,000.00-$250,000.00 2 weeks ago

California, United States $80,000.00-$92,000.00 2 weeks ago

New York, United States $75,000.00-$150,000.00 3 weeks ago

Philadelphia, PA $140,000.00-$180,000.00 2 weeks ago

Chicago, IL $140,000.00-$180,000.00 2 weeks ago

Consultant - Chief Risk Officer, Investments (Fractional/Contract Role)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.