Be an early applicantLess than 25 applicants

Company

Edelman Financial Engines · 9 hours ago

Inbound Investment Advisor

United States

Full-time

Remote

Entry Level

$43K/yr - $57K/yr

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ConsultingFinancial Services

H1B Sponsor Likely

Hiring Manager

Marcia Wimmer

Insider Connection @Edelman Financial Engines

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Responsibilities

Conduct business with the goal of achieving/exceeding performance targets for engagement center metrics: opportunity generation, client enrollment, client retention, and customer survey scores.

Take inbound calls and review financial goals to uncover needs and opportunities; provide consultative mentorship to empower action and support achievement of the client’s personal financial goals

Demonstrate knowledge of the company financial planning philosophy and approach, products and services, investment strategies, and other aspects of personal financial planning.

Ability to engage with clients over the phone & conduct goal-based conversations; accurately & efficiently to resolve client issues.

Optimally handle time, client inflows and processes while adhering to a set schedule within the engagement center.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial PlanningSeries 65 LicenseEconomics KnowledgeFinancial Planning KnowledgeAccount Management Tools

Required

Bachelor’s degree required and/or equivalent level of professional work experience. Prefer degree in Finance, Economics, Financial Planning or related field.

Outstanding customer service experience and strong desire to help people

Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client’s financial goals

Proficiency and/or experience working with computer-based tools for account management

Possess the Series 65 or Series 66 securities license, or be willing to go through our training program to earn the Series 65 securities license within the first 3 months of employment

Benefits

Discretionary bonus

Health

Dental and other wellness plans

401(k) contributions

Company

Edelman Financial Engines

Glassdoor

3.6

Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.

Founded in 1986

Boston, Massachusetts, USA

1,001-5,000 employees

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

2023 (27)

2022 (44)

2021 (40)

2020 (30)