Edelman Financial Engines · 19 hours ago
Team Leader, Financial Advisor Engagement Center
Greater Phoenix Area
Full-time
Hybrid
Mid, Senior Level
$70K/yr - $93K/yr
3+ years expEdelman Financial Engines is a leading independent financial planning and investment advisory firm committed to guiding clients with the financial advice they need. The Team Lead on the Engagement Center team will mentor and develop advisors, improve performance against sales targets, and ensure high client satisfaction through effective coaching and training.
ConsultingFinancial ServicesPersonal FinanceRetirement
Responsibilities
Lead, mentor, and develop the team to improve their advisory skills, sales techniques and comprehensive financial planning. Broadens associate’s views of their current role to understand and see their impact and opportunity within the business. Listens to call interactions, performs sides by sides, and conducts regular coaching sessions to provide timely feedback which drives improvements in efficiency, productivity, and business outcomes
Partner closely with Team Managers and Director, to develop and execute upon coaching and employee development plans
Monitor team performance against aggressive sales targets and client satisfaction metrics, while providing support to ensure continuous improvement. Motivates team to reach targets, optimize conversation capacity and effectiveness, and meet objectives
Through analysis and sales funnel monitoring, partner with referral generating individuals (Advisors) and referral receiving individuals (Planners) to deliver higher referral quality and ensure referrals are being managed effectively down-funnel
Prioritize ongoing training sessions on sales strategies, standard processes, and other similar skills to keep the team advised and effective to provide the experience our clients expect
Qualification
Required
Solid understanding of financial services principles, products, and EFE planning experience
Consistent track record of high personal performance, while also having a positive impact on their broader team
Proven leadership and interpersonal skills to inspire and motivate their team(s)
Strong emotional intelligence and ability to navigate critical client interactions with compassion
Strategic mentality, with a knack for analyzing performance metrics and adapt strategies accordingly
Bachelor's Degree, business or financial subject area preferred
3+ years' experience in a licensed, client-facing financial services role, with 6+ months at EFE (post-training/Dev Center)
Possess the Series 65 or Series 7 & 66 licenses; Relevant financial Designations (CFP, CRPC) preferred
Preferred
Bachelor's Degree, business or financial subject area preferred
Relevant financial Designations (CFP, CRPC) preferred
Benefits
Discretionary bonus
Health
Dental and other wellness plans
401(k) contributions
Company
Edelman Financial Engines
Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
Founded in 1986Boston, Massachusetts, USA
1001-5000 employees
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 StageTotal Funding
unknownKey Investors
Warburg Pincus
2021-03-15Private Equity
2012-04-16Acquired
Leadership Team
Ralph Haberli
Acting Chief Executive Officer
Suzanne van Staveren
Executive Vice President and Chief Financial Officer
Recent News
2025-12-10
2025-11-07
2025-10-15
Company data provided by crunchbase