Financial Consultant - Client Growth & Retention
Edelman Financial EnginesPhoenix, Arizona, United States • New York, New York, United States
Posted July 8, 2025
70100 - 79600 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 Financial Consultant to grow and retain client relationships within the Wealth Management division. The role involves providing financial advice, managing client goals, educating clients on investment strategies, and building trust within the company. It's a customer-focused position requiring a strong communication and relationship-building skillset.
Requirements
- Bachelor’s degree required
- Series 65 or Series 66 securities license
- Previous experience working in a consultative sales role
- Outstanding customer service experience
- Results oriented
Benefits
- 401k
- Health, dental and wellness plans
- Other wellness plans