Note: The job is a remote job and is open to candidates in USA. Edelman Financial Engines is committed to guiding people with the financial advice they need to thrive. As an Inbound Investment Advisor, you will provide outstanding financial advice and a personalized client experience to help clients achieve their financial goals while increasing client happiness and retention.
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 goal-based conversations; accurately & efficiently to resolve client issues
- Optimally handle time, client inflows and processes while adhering to a set schedule within the engagement center
Skills
- 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 computer-based 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
Benefits
- Discretionary bonus
- Health
- Dental and other wellness plans
- 401(k) contributions
Company Overview
Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting. It was founded in 1986, and is headquartered in Boston, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is https://www.edelmanfinancialengines.com/.Company H1B Sponsorship
Edelman Financial Engines has a track record of offering H1B sponsorships, with 25 in 2025, 32 in 2024, 34 in 2023, 46 in 2022, 34 in 2021, 30 in 2020. Please note that this does not guarantee sponsorship for this specific role.
Apply Now