Financial Advisor

4 days ago


Phoenix, Arizona, United States Edelman Financial Engines Full time
Job Title: Financial Advisor - Outbound

At Edelman Financial Engines, we're committed to helping individuals achieve their financial goals. As a Financial Advisor - Outbound, you'll play a critical role in building strong relationships with clients and providing personalized financial planning and investment advice.

Key Responsibilities:
  • Engage clients through marketing campaigns and outreach programs to encourage productive dialogue and increase client retention.
  • Actively engage clients in exploratory dialogue to identify needs and wants, and initiate financial goal-based conversations.
  • Present financial solutions to support client objectives and educate clients on financial, investment, debt management, and retirement planning strategies.
  • Develop and maintain a deep understanding of client needs and preferences to provide tailored advice and guidance.
  • Work collaboratively with internal teams to ensure seamless client experiences and achieve business objectives.
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, preferably in an outbound capacity.
  • Outstanding customer service experience and a passion for building strong relationships with clients.
What We Offer:

Edelman Financial Engines takes a market-based approach to pay, with a competitive salary range of $55,700 - $74,200. This role is also eligible for a quarterly performance-based sales bonus. Additionally, we offer a range of benefits, including health, dental, and wellness plans, and 401(k) contributions.

We're committed to creating a diverse and inclusive work environment where everyone feels valued and empowered to succeed. If you're passionate about helping others achieve their financial goals and have a strong desire to build lasting relationships, we encourage you to apply for this exciting opportunity.


  • Financial Planner

    4 days ago


    Phoenix, Arizona, United States Advisor Employee Services Full time

    Financial Advisor OpportunityAdvisor Employee Services, a consulting firm located in Lenexa, Kansas, is seeking a skilled Financial Advisor to join our team. As a top 1% financial advisor in all 50 states, we represent the best interests of our clients and provide exceptional service.Key Responsibilities:Prepare and implement customized financial plans for...


  • Phoenix, Arizona, United States Advisor Employee Services Full time

    Financial Advisor RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at Advisor Employee Services. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Prepare and present customized...


  • Phoenix, Arizona, United States Advisor Employee Services Full time

    Financial Advisor Job OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Advisor Employee Services. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Meet one-on-one...

  • Financial Advisor

    7 hours ago


    Phoenix, Arizona, United States Alerus Financial Full time

    Job Summary:We are seeking a highly skilled Financial Advisor to join our team at Alerus Financial. As a Financial Advisor, you will be responsible for providing comprehensive financial advice to high net worth clients, enhancing existing relationships, and developing new business opportunities.Key Responsibilities:Manage a portfolio of high net worth...


  • Phoenix, Arizona, United States Advisor Employee Services Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Advisor Employee Services. As a key member of our team, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Meet one-on-one...


  • Phoenix, Arizona, United States Dynamic Advisor Solutions Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at Dynamic Advisor Solutions in Phoenix, AZ.The successful candidate will be responsible for providing personalized financial planning services, retirement planning, and financial advice to clients. This will involve analyzing financial data, creating financial plans, and...

  • Financial Advisor

    4 weeks ago


    Phoenix, Arizona, United States FusionWorks Full time

    A Meaningful Career in Financial ServicesFusionWorks is seeking a talented Junior Financial Advisor to join our team in Bonn. As a key member of our financial services team, you will play a crucial role in helping individuals make informed decisions about their financial futures.Your Key Responsibilities:Develop and implement personalized financial plans for...


  • Phoenix, Arizona, United States Strategy Financial Group Full time

    Financial Advisor RoleStrategy Financial Group in Phoenix, AZ is seeking a skilled Financial Advisor to join their team. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Prepare and present customized financial plans to...


  • Phoenix, Arizona, United States Strategy Financial Group Full time

    Financial Advisor RoleStrategy Financial Group in Phoenix, AZ is seeking a highly motivated and customer-focused Financial Advisor to join their team. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Prepare and present...


  • Phoenix, Arizona, United States Strategy Financial Group Full time

    Job Summary:Strategy Financial Group is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing personalized financial planning and investment advice to our clients. Key Responsibilities: Prepare and present customized financial plans to clients Assist clients with...


  • Phoenix, Arizona, United States Strategy Financial Group Full time

    Financial Advisor OpportunityStrategy Financial Group in Phoenix, AZ is seeking a highly motivated and customer-focused Financial Advisor to join their team. As a Financial Advisor, you will have the opportunity to meet one-on-one with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Prepare...


  • Phoenix, Arizona, United States Carrington College Full time

    Job SummaryCarrington College is seeking a highly skilled Financial Services Advisor to join our team at our Phoenix Campus. As a Financial Services Advisor, you will play a critical role in meeting with applicants and students regarding their eligibility for federal financial aid programs.Key ResponsibilitiesCalculate anticipated awards in PELL, SEOG,...


  • Phoenix, Arizona, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAt Prudential Advisors, we're committed to helping individuals achieve their financial goals. As a Financial Professional, you'll play a key role in helping clients navigate the complexities of financial planning and investment management.Key Responsibilities:Develop and maintain relationships with clients to...


  • Phoenix, Arizona, United States Strategy Financial Group Full time

    Financial Advisor RoleStrategy Financial Group in Phoenix, AZ is seeking a highly motivated and customer-focused Financial Advisor to join their team. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Meet one-on-one...


  • Phoenix, Arizona, United States BOK Financial Full time

    Job SummaryWe are seeking a highly skilled Financial Advisor to join our team at BOK Financial Corporation Group. As a Financial Advisor, you will be responsible for providing exceptional customer service by guiding clients towards their short and long-term financial goals through holistic financial planning and financial advice.Key ResponsibilitiesMeet with...


  • Phoenix, Arizona, United States LPL Financial Holdings, Inc. Full time

    Job Title: Financial RepresentativeAre you a motivated and client-focused individual looking for a challenging role in the financial services industry? Do you have excellent communication and problem-solving skills? We are seeking a Financial Representative to join our Investor Solutions Team at LPL Financial Holdings, Inc.Job Summary:The Financial...


  • Phoenix, Arizona, United States Strategy Financial Group Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and experienced Financial Advisor to join our team at Strategy Financial Group in Phoenix, AZ.The successful candidate will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Prepare and...


  • Phoenix, Arizona, United States Touchstone Wealth Full time

    Unlock Your Potential as a Financial Advisor at Touchstone WealthAt Touchstone Wealth, we believe that financial peace of mind is the foundation of strong families and communities. If you're a seasoned financial professional looking to take your career to the next level, we invite you to explore our opportunity.As a Financial Advisor at Touchstone Wealth,...


  • Phoenix, Arizona, United States Desert Financial Credit Union Full time

    Financial Planning SpecialistThe Financial Planning Specialist is a key member of our team at Desert Financial Credit Union, responsible for providing exceptional support to our financial advisors. This role involves collaborating with advisors to gather client information, conducting research, and creating comprehensive financial plans that meet client...


  • Phoenix, Arizona, United States Desert Financial Credit Union Full time

    Job SummaryThe Paraplanner is a key member of our team, responsible for providing educational and consultative financial planning strategies to financial advisors. This role involves collaborating with advisors, gathering client information, and conducting research to create, analyze, and recommend financial plans.Key ResponsibilitiesCollaborate with...