Financial Consultant - Client Growth & Retention

Work set-up: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Bachelor's degree or equivalent professional experience., Series 65 or Series 66 securities license., Previous experience in consultative sales, preferably in a call center., Outstanding customer service skills and results-oriented mindset..

Key responsibilities:

  • Engage clients through marketing and outreach to promote products and increase retention.
  • Conduct financial goal-based conversations to identify client needs and suggest solutions.
  • Educate clients on financial planning, investment, and retirement strategies.
  • Build trust and develop strong client relationships through effective communication.

Edelman Financial Engines logo
Edelman Financial Engines Financial Services Large https://www.edelmanfinancialengines.com/
1001 - 5000 Employees
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Job description

Description

 

 

Financial Consultant - Client Growth & Retention (Phoenix, AZ or Remote)

 

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. 

 

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

 

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

 

As a Financial Consultant on our Engagement Center team, you’ll demonstrate the value of our products, services, and reputation. By providing best-in-class financial advice and a personalized client experience, the results will be increased client happiness, referrals, repeat business, and asset retention. 

 

As a trusted advisor within our 401k programs, you will reach out to existing clients and provide financial planning advice, building solutions to meet each client’s needs. You will guide the client through financial planning principles as well as digital self-service tools and other resources. This team focuses on building our brand and client relationship with each interaction, offering high value for the services provided, and growing assets under management, while always putting client goals first. 

 

We are looking for someone who has a desire to help people and provide guidance to help our clients succeed financially. If you have the heart of a teacher, compassion, and the ability to convey our company's purpose, this may be the 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.

 

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $70,100-79,600. This role is also 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.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

 

About Edelman Financial Engines

 

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

 

For more information, please visit EdelmanFinancialEngines.com.

 

© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

 

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.

 

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

 

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].

 

1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.

2 Edelman Financial Engines data, as of September 30, 2024.  #LI-REMOTE

 

Required profile

Experience

Industry :
Financial Services
Spoken language(s):
Somali
Check out the description to know which languages are mandatory.

Other Skills

  • Time Management
  • Customer Service
  • Emotional Intelligence
  • Communication

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