Bilingual Inbound Investment Advisor
Edelman Financial EnginesUnited States
Posted May 30, 2025
50700 - 67600 USD year
Full Time
About the Company
Edelman Financial Engines is an independent wealth planning and workplace investment advisory firm founded over 35 years ago. We provide sophisticated investment modeling tools and comprehensive financial services, including retirement planning, tax planning, and estate planning, to help individuals and families build, grow, and protect their wealth. Our unique blend of high-tech solutions and personalized, high-touch advice sets us apart in the industry, serving more than 1.3 million clients across America.
Job Description
Edelman Financial Engines is seeking a Bilingual (English/Spanish) Inbound Investment Advisor to guide clients with financial advice and provide personalized experiences. The role involves conducting business, gathering client needs, mentoring, and managing client accounts. The firm focuses on building long-term relationships and helping clients achieve financial goals.
Requirements
- Conduct business with a goal of exceeding performance targets.
- Provide consultative mentorship.
- Demonstrate knowledge of the financial planning philosophy.
- Manage time and client processes efficiently.
- Achieve quotas by generating leads and improving client satisfaction.
Benefits
- Health, dental and wellness plans
- 401(k) contributions