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About the Role:
- Deliver financial strategies to help individuals achieve their goals as an Outbound Investment Advisor on the Advisor Center team.
- Engage clients through marketing campaigns and outreach programs using a strong, confident, and persuasive communication style.
- Build client relationships by serving as a knowledgeable resource for information and advice.
Requirements:
- Bachelor’s degree required and/or equivalent level of professional work experience.
- Possess the Series 65 or Series 66 securities license.
- Previous experience in a consultative sales role, preferably in an outbound call center capacity.
Who We Are:
- Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients.
- Recognized by Barron’s as a top RIA firm for eight years in a row, we support more than 1.27 million clients across 140+ offices nationwide.
- Our unique approach combines advanced methodology and proprietary technology with the attention of a dedicated personal financial planner.
Edelman Financial Engines
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The company supports over 1.27 million clients across 140+ offices nationwide and manages over $324 billion in assets, with a culture grounded in CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity.