Remote Investment Advisor for Growth & Retention

Edelman Financial Engines, LLC; Northern (KY); Hybrid; USD 85,000 - 98,000; Full time

Benefits offered by this job

Health benefits

401(k) contributions

Dental plan

Job summary

Edelman Financial Engines, LLC is seeking a Financial Consultant for the Advisor Center to drive outbound outreach, engage clients, and strengthen relationships across the client lifecycle. The role focuses on delivering financial strategies, understanding client goals, and guiding conversations to grow assets while maintaining high service standards.

Remote work with nationwide opportunities. Series 65/66 licenses preferred.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Series 65 or Series 66 securities license.
• Experience in consultative sales, preferably outbound call center.
• Strong client communication and goal-based financial guidance.

Responsibilities

• Drive outbound outreach campaigns to engage clients and attract new assets.
• Identify client needs and present financial solutions to meet objectives.
• Educate clients on investments, retirement planning, and debt management.
• Develop trusted relationships with clients ensuring retention.
• Manage time and prospecting to improve contact rates and campaign success.

Skills

Series 65/66 licenses

Outbound sales experience

Consultative selling

Phone-based client communication

Education

Bachelor’s degree

Job description

Edelman Financial Engines, LLC is seeking a Financial Consultant for the Advisor Center to drive outbound outreach, engage clients, and strengthen relationships across the client lifecycle. The role focuses on delivering financial strategies, understanding client goals, and guiding conversations to grow assets while maintaining high service standards.

Remote work with nationwide opportunities. Series 65/66 licenses preferred.