Inbound Investment Advisor
Edelman Financial EnginesPhoenix, Arizona, United States • New York, New York, United States
Posted September 23, 2024
50700 - 67600 USD year
Full Time
About the Company
Edelman Financial Engines is an independent wealth planning and workplace investment advisory firm founded over 35 years ago. We provide sophisticated investment modeling tools and comprehensive financial services, including retirement planning, tax planning, and estate planning, to help individuals and families build, grow, and protect their wealth. Our unique blend of high-tech solutions and personalized, high-touch advice sets us apart in the industry, serving more than 1.3 million clients across America.
Job Description
Edelman Financial Engines is seeking an Inbound Investment Advisor to provide financial advice and build client relationships. The role involves both client engagement, offering personalized financial solutions, and managing key performance metrics. Edelman values client success, integrity, and a collaborative culture.
Requirements
- Conduct business to exceed performance targets.
- Review financial goals to identify needs and opportunities.
- Provide consultative mentorship and resolution of client issues.
- Handle time, client flows and processes while adhering to a schedule.
- Proficiency with computer-based tools for account management.
Benefits
- 401(k) contributions
- Health and dental plans
- Wellness programs