Outbound Investment Advisor
Edelman Financial EnginesPhoenix, Arizona, United States • New York, New York, United States
Posted June 12, 2025
59700 - 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 an Outbound Investment Advisor (Phoenix, AZ or Remote) to guide individuals and families with their financial advice. The role focuses on providing best-in-class financial planning, building client relationships, and achieving strong, long-term client outcomes. The company emphasizes a client-first approach with values like integrity, respect, and collaboration.
Requirements
- Bachelor’s degree required and/or equivalent professional experience.
- Series 65 or Series 66 securities license.
- Previous experience working in a consultative sales role, preferably in an outbound capacity.
- Outstanding customer service experience.
- Results-oriented, passionate about client communication.
Benefits
- 401k contributions
- Health, dental, and wellness plans