Outbound Investment Advisor: Drive Client Goals & Growth

Edelman Financial Engines, LLC; United States; Remote; USD 85,000 - 98,000; Full time

Benefits offered by this job

Discretionary bonus

Health and dental plans

401(k) contributions

Job summary

Edelman Financial Engines, LLC is seeking an Outbound Investment Advisor to join the Advisor Center. You will engage clients via campaigns, identify goals, and present financial solutions while building trusted relationships.

Required are a Bachelor’s degree and an active Series 65/66 license, with a background in consultative, outbound sales and exceptional customer service. Competitive compensation includes base pay plus bonus.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Must hold Series 65 or Series 66 securities license.
• Experience in consultative sales, preferably outbound call center.
• Strong customer service and client-focused mindset.

Responsibilities

• Engages clients through marketing campaigns and outreach programs.
• Identifies client needs and presents appropriate financial solutions.
• Builds client relationships as a trusted information resource.
• Educates clients on financial planning and retirement strategies.
• Maintains time and prospect management to improve outreach campaigns.

Skills

Consultative sales

Outbound calling

Customer service

Communication

Education

Bachelor’s degree

Series 65/66 license

Job description

Edelman Financial Engines, LLC is seeking an Outbound Investment Advisor to join the Advisor Center. You will engage clients via campaigns, identify goals, and present financial solutions while building trusted relationships.

Required are a Bachelor’s degree and an active Series 65/66 license, with a background in consultative, outbound sales and exceptional customer service. Competitive compensation includes base pay plus bonus.