Financial Consultant - Client Growth & Retention - Bilingual

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 - Fluency in English and Spanish - 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.

Edelman Financial Engines takes a market-based approach to pay. The expected total compensation range for this role nationally is $85,000 to $97,600.

This role is eligible for a quarterly performance based sales bonus. Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.

Additionally, this role may also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.