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Inbound Investment Advisor
3 months ago
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 dedication 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 are looking for someone who has a desire to help people and provide strategies to help them succeed financially.
Responsibilities:
- Conduct business with the goal of achieving/exceeding performance targets for engagement center metrics: opportunity generation, client enrollment, client retention, and customer survey scores.
- Take inbound calls and review financial goals to uncover needs and opportunities; provide consultative mentorship to empower action and support achievement of the client's personal financial goals
- Demonstrate knowledge of the company financial planning philosophy and approach, products and services, investment strategies, and other aspects of personal financial planning.
- Ability to engage with clients over the phone & conduct goalbased conversations; accurately & efficiently to resolve client issues.
- Optimally handle time, client inflows and processes while adhering to a set schedule within the engagement center.
Requirements:
- Bachelor's degree required and/or equivalent level of professional work experience. Prefer degree in Finance, Economics, Financial Planning or related field.
- Outstanding customer service experience and strong desire to help people
- Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client's financial goals
- Proficiency and/or experience working with computerbased tools for account management
- Possess the Series 65 or Series 66 securities license, or be willing to go through our training program to earn the Series 65 securities license within the first 3 months of employment
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients.
We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice.
Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's1.with 145+ offices2 across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.
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Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner.
Every client's situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit []).2023 Edelman Financial Engines, LLC. Edelman Financial Engines is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See for patent information. AM2789819
For California residents, please see the link for the [Privacy Notice for Candidates]). California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
1 The Barron's 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.
2 Edelman Financial Engines data, as of Dec. 31, 2022.
3 Edelman Financial Engines data, as of Sep. 30, 2023.
