Financial Advisor
4 days ago
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.
- 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.
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.
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