Outbound Investment Advisor: Build Wealth & Trust

Edelman Financial Engines; Phoenix (AZ); On-site; USD 85,000 - 98,000; Full time

Benefits offered by this job

Discretionary bonus

Health plan

Dental plan

401(k) contributions

Job summary

Edelman Financial Engines is seeking an Outbound Investment Advisor to deliver financial strategies and guidance through proactive client outreach. You will engage clients, identify needs, and present solutions while building lasting relationships in a high-energy, call-center oriented environment.

Required qualifications include a bachelor’s degree and securities licenses (Series 65/66), plus strong customer service and a proven track record in outbound sales.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Series 65 or 66 securities license required.
• Experience in consultative sales and outbound call center environments.
• Outstanding customer service experience.
• Results oriented with strong client communication over the phone.

Responsibilities

• Engage clients through marketing campaigns and outreach to drive dialogue and asset growth.
• Lead goal-based conversations and present financial solutions to meet client objectives.
• Serve as a knowledgeable resource for information and advice to strengthen client relationships.
• Educate clients on financial, investment, debt management and retirement planning strategies.
• Maintain high emotional intelligence to build client trust and drive campaigns’ success.

Skills

Series 65/66

Outbound sales

Phone outreach

Customer service

Education

Bachelor's degree

Job description

Edelman Financial Engines is seeking an Outbound Investment Advisor to deliver financial strategies and guidance through proactive client outreach. You will engage clients, identify needs, and present solutions while building lasting relationships in a high-energy, call-center oriented environment.

Required qualifications include a bachelor’s degree and securities licenses (Series 65/66), plus strong customer service and a proven track record in outbound sales.