Investment Advisor - Remote Investment Advisor - Remote …

Edelman Financial Engines
in Phoenix, AZ, United States
Permanent, Full time
Be the first to apply
60,000.00
Edelman Financial Engines
in Phoenix, AZ, United States
Permanent, Full time
Be the first to apply
60,000.00
Posted by:
Leah Stevens • Recruiter
Posted by:
Leah Stevens
Recruiter
As an Investment Advisor on the National Advisor Center team, you’ll have the opportunity to make a difference in peoples' lives by providing high-quality financial advice to our plan participants. We are looking for someone who has the heart of a teacher to help us provide world-class financial advice and client service. If you are a person that loves helping people provide for their future, this may be the opportunity for you! Refer yourself today and if you join our firm, you will be eligible to receive a self-referral bonus of $2,500.00!

Responsibilities:

  • Answer incoming calls from Plan Participants that want to discuss financial planning needs
  • Introduce and educate participants on the Edelman Financial Engines’ approach to financial planning
  • Address service needs and initiates financial goal-based conversations
  • Recommend customized solutions to support participants financial goals based on their objectives, resources, time horizon, risk profile, and preferences
  • Retain business by delivering additional value to meet participant needs

Requirements:

  • 4-year degree or 2+ years of financial services & investment industry experience required
  • Experience and comfort working in a call center
  • Proven capability to attract and retain quality client relationships using a consultative approach
  • Possess the Series 65 or Series 66 licenses

 

Job is remote at first, will require in-office work at a later date.

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