Outbound Investment Advisor for Client Growth & Retention

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

Job summary

Edelman Financial Engines, LLC is seeking an Outbound Investment Advisor to deliver financial strategies and help clients achieve their goals. The role emphasizes proactive client outreach, a consultative sales approach, and collaboration within a values-driven culture.

The position requires a Bachelor's degree, securities licenses (Series 65/66), and fluent English and Spanish. Compensation ranges broadly with incentives, and benefits may include health plans and 401(k).

Qualifications

• 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
• Fluency in English and Spanish
• 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.

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.

Skills

Bilingual English/Spanish

Consultative sales

Outbound call center experience

Outstanding customer service

Education

Bachelor's degree

Job description

Edelman Financial Engines, LLC is seeking an Outbound Investment Advisor to deliver financial strategies and help clients achieve their goals. The role emphasizes proactive client outreach, a consultative sales approach, and collaboration within a values-driven culture.

The position requires a Bachelor's degree, securities licenses (Series 65/66), and fluent English and Spanish. Compensation ranges broadly with incentives, and benefits may include health plans and 401(k).