Investment Advisor (Outbound) (Phoenix, AZ or Remote)
At Edelman Financial Engines, we believe everyone deserves to move their financial life forward!
We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.
Founded on the idea that financial education is a fundamental right for everyone—not just the wealthy, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our dedication inspires you, we invite you to consider joining our team.
As an Investment Advisor on the Outbound Team of our Engagement Center team, you’ll demonstrate the value of our products, services, and reputation. By providing best-in-class financial advice and a personalized client experience, the results will be increased client happiness, referrals, repeat business, and asset retention.
As the Investment Advisor, you will make outbound client calls and provide financial planning advice, build solutions to meet each client’s needs. You will guide the client through financial planning principles as well as digital self-service tools and other resources. This team focuses on building our brand and client relationship with each interaction, offering high value for the services provided, and growing assets under management, while always putting client goals first.
We are looking for someone who has a desire to help people and provide guidance to help our clients succeed financially. If you have the heart of a teacher, compassion, and the ability to convey our company's purpose, this may be the opportunity for you!
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.
Requirements:
- 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.
- 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.
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