Outbound Investment Advisor jobs in United States
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Edelman Financial Engines · 2 months ago

Outbound Investment Advisor

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level
money$60K/yr - $80K/yr

Edelman Financial Engines is committed to guiding individuals with the financial advice they need to thrive. As an Outbound Investment Advisor, you will engage clients through outreach programs, provide financial planning advice, and build long-term relationships to help clients achieve their financial goals.

ConsultingFinancial ServicesPersonal FinanceRetirement
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H1B Sponsor Likelynote

Responsibilities

Engages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets
Actively engages the client in exploratory dialogue to identify needs/wants and initiates financial goal-based conversations; presents appropriate financial solutions to support the achievement of client objectives
Helps build the client relationship by serving as a knowledgeable resource for information and advice; handles interactions accurately & efficiently
Educates client on financial, investment, debt management, and retirement planning strategies
Works with high emotional intelligence, developing an unwavering environment of client trust
Excels in a consistent, structured work environment
Effective at time and prospect management; seeks to improve client contact rate and ensure that EFE campaigns are highly successful

Qualification

Series 6566 licenseConsultative sales experienceFinancial planning adviceCustomer service experienceEmotional intelligence

Required

Bachelor's degree required and/or equivalent level of professional work experience
Possess the Series 65 or Series 66 securities license
Previous experience working in a consultative sales role; work in a call center preferably in an outbound capacity
Outstanding customer service experience
Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client's financial goals

Benefits

Quarterly performance based sales bonus
Discretionary bonus
Health, dental and other wellness plans
401(k) contributions

Company

Edelman Financial Engines

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Glassdoor3.6
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Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
dateFounded in 1986
location
Boston, Massachusetts, USA
people-size1001-5000 employees
web-link
https://www.edelmanfinancialengines.com/

H1B Sponsorship

Edelman Financial Engines has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (25)
2024 (32)
2023 (34)
2022 (46)
2021 (34)
2020 (30)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Warburg Pincus
2021-03-15Private Equity
2012-04-16Acquired

Leadership Team

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Ralph Haberli
Chief Executive Officer
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Suzanne van Staveren
Executive Vice President and Chief Financial Officer
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Recent News

Business Wire
New research from Edelman Financial Engines explores “What Money Means”
2025-12-10
MarketScreener
Evolent Health Inc appoints Mario Ramos as CFO effective January 1, 2026 - SEC filing
2025-11-07
Morningstar.com
Edelman Financial Engines Announces Senior Leadership Changes
2025-10-15
Company data provided by crunchbase