Financial Consultant - Client Growth & Retention

we are looking for the ideal candidate to complement the team's existing talents. For this Outbound Investment Advisor role, we are seeking a candidate with a desire to help clients succeed financially.

If you are inspired by purpose-driven work and a collaborative, values-led culture, this may be an opportunity for you!

Responsibilities: - Engages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets. - Actively engages the client in exploratory dialogue to identify needs/wants and initiates financial goal-based conversations; presents appropriate financial solutions to support the achievement of client objectives. - Helps build the client relationship by serving as a knowledgeable resource for information and advice; handles interactions accurately & efficiently. - Educates client on financial, investment, debt management, and retirement planning strategies - Works with high emotional intelligence, developing an unwavering environment of client trust. - Excels in a consistent, structured work environment. - Effective at time and prospect management; seeks to improve client contact rate and ensure that EFE campaigns are highly successful.

Requirements: - Bachelor's degree required and/or equivalent level of professional work experience. - Possess the Series 65 or Series 66 securities license - Previous experience working in a consultative sales role; work in a call center preferably in an outbound capacity - Outstanding customer service experience - Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client's financial goals.

About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients.