Inbound Investment Advisor

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. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies, and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. 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. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As an Investment Advisor on the Engagement Center team, you'll demonstrate the value of our products, services, and reputation. By providing outstanding financial advice and a personalized client experience, you will increase client happiness, referrals, repeat business, and asset retention. We are looking for someone who has a desire to help people and provide strategies to help them succeed financially. If you have the heart of a teacher, kindness, and compassion, this may be the opportunity for you!

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.

Requirements :

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $50,700 - $67,600. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

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's with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets. 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.