Inbound Investment Advisor (Hybrid)

Job overview

The Inbound Investment Advisor (Hybrid) role is hybrid, with three days per week in the office, based in Phoenix, AZ. The listed base salary range is $50,700–$67,600 per year. The advisor supports Edelman Financial Engines’ Inbound Advisor team, whose purpose is to provide people with financial advice to help them thrive. The role helps individuals make progress toward personal financial goals through inbound phone conversations, financial-needs discovery, and consultative guidance. It also supports client enrollment and retention goals while applying the company’s financial planning approach, products, services, and investment strategies.

What you'll do

• Take inbound calls and review clients’ financial goals
• identify needs and opportunities
• provide consultative mentorship
• explain financial planning approaches, products, services, and investment strategies
• resolve client issues
• manage time and processes while following the engagement center schedule
• work toward engagement center performance targets.

What we're looking for

Skills & competencies

inbound investment advisor

hybrid

phoenix az

three days in office

financial planning

inbound calls

client advice

investment strategies

series 65

series 66

$50,700–$67,600/year

client enrollment

client retention

Work arrangement

• Weekend coverage required

Benefits & perks

• The role may be eligible for a discretionary bonus, health, dental, and other wellness plans, and 401(k) contributions.

Why this role

Candidates must have a Series 65 or Series 66 license, or be willing to complete training to earn the Series 65 within the first three months. A bachelor’s degree or equivalent professional work experience is required.

About the employer

Edelman Financial Engines, LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.