Inbound Investment Advisor (Hybrid)

Job overview

The Inbound Investment Advisor (Hybrid) role is hybrid, with three days per week in the office in Phoenix, AZ; the expected national base salary range is $50,700–$67,600 per year. Edelman Financial Engines’ purpose is to guide people with financial advice to help them thrive. The advisor responds to inbound calls, reviews clients’ financial goals, and provides consultative guidance to help them take action. The role supports client enrollment and retention while contributing to engagement-center performance and the company’s goal of building long-term client relationships.

What you'll do

• Take inbound calls and review financial goals to identify needs and opportunities
• provide consultative mentorship
• explain the company’s financial planning approach, products, services, and investment strategies
• conduct goal-based phone conversations and resolve client issues
• manage time, client inflows, 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

financial advice

investment planning

client engagement

inbound calls

client enrollment

series 65

series 66

phoenix az

edelman financial engines

$50,700–$67,600/year

Work arrangement

• Weekend coverage required

Benefits & perks

• May be eligible for a discretionary bonus, health and dental plans, other wellness plans, and 401(k) contributions
• specific benefits are shared during the hiring process.

Why this role

A Series 65 or Series 66 license is required, or the candidate must be willing to complete training to earn the Series 65 within the first three months of employment.

About the employer

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