Inbound Investment Advisor

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investment decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity.

About the role

As an Investment Advisor on the Inbound Advisor team, you’ll play a pivotal role by delivering financial strategies to help individuals achieve their goals. We are looking for a candidate with a desire to help clients succeed financially, the heart of a teacher, perseverance, and compassion.

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
• Engage with clients over the phone and conduct goal-based conversations; accurately and efficiently 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 computer-based tools for account management
• Possess the Series 65 or Series 66 securities license or be willing to earn the Series 65 securities license within the first 3 months of employment

Pay

The expected base salary range for this role nationally is $50,700 - $67,600. Final base pay will be determined based on responsibilities, job-related skills, relevant experience, geographic location, and market conditions. This role may also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental, and other wellness plans, and 401(k) contributions.

About Edelman Financial Engines

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. Recognized by Barron’s as a top RIA firm for eight years in a row, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. Our unique approach combines advanced methodology and proprietary technology with the attention of a dedicated personal financial planner.