Inbound Investment Advisor

The role

You will deliver financial strategies to help individuals achieve their goals. You will take inbound calls to review financial goals, uncover needs, and provide consultative mentorship.

What you will do

• Achieve or exceed performance targets for engagement center metrics
• Take inbound calls to review financial goals and uncover needs
• Provide consultative mentorship to support client financial goals
• Demonstrate knowledge of financial planning philosophy, products, and investment strategies
• Engage with clients over the phone to resolve issues
• Handle time, client inflows, and processes within a set schedule

Required qualifications

• Bachelor’s degree and/or equivalent level of professional work experience
• Outstanding customer service experience
• Results oriented
• Proficiency and/or experience working with computer-based tools for account management
• Series 65 or Series 66 securities license or willingness to earn Series 65 within the first 3 months of employment

Nice to have

• Degree in Finance, Economics, Financial Planning, or related field

Benefits

• Discretionary bonus
• Health plans
• Dental plans
• Other wellness plans
• 401(k) contributions

About the company

Edelman Financial Engines has been committed to acting in the best interests of its clients since 1986. The firm supports more than 1.27 million clients across 140+ offices nationwide.