Outbound Investment Advisor Representative
At Edelman Financial Engines, we believe every hardworking American deserves to move their financial life forward, and we’re growing our team so we can help more clients every day.
As an Outbound Investment Advisor on our National Advisor Center team, you will develop and foster meaningful client relationships through outbound efforts and deliver customized solutions to help clients achieve their financial goals
We are looking for someone who has 2-3 years or more of financial services and investment industry experience with a strong, proven consultative sales track record to help us continue to develop and foster great client relations. If you are a highly-motivated problem-solver, this may be the opportunity for you!
- Negotiate and problem-solve to identify and address client challenges for investing
- Passionately build relationships with each and every client
- Work well within a high impact team environment
- Be able to articulate the importance of investing and be able to teach the Edelman Financial Engines philosophy to clients
- Possess the Series 65 or Series 7 & 66 licenses or CFP designation
- 2-3+ years with financial services & investment industry experience preferred
- Working knowledge of Salesforce is helpful
- Contact center experience preferred
- A Clean U-4
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron’s2 with 170+ planner offices across the country and entrusted by more than 1.2 million clients to manage more than $213 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.
© 2019 Edelman Financial Engines™, LLC All rights reserved. All advisory services provided by Financial Engines Advisors L.L.C. Financial Engines Advisors does not guarantee future results.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and reach out to Jill O’Connell (857-305-8555 or email@example.com) with any questions.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
1 Ranking and status for 2019. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/);
2 The 2019 Top 50 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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