Key Facts

Remote From:

Full time

Spanish, English

Hard Skills

Client Services Financial Management Consultative Selling Engagement Marketing Retirement Planning Debt Management Planning Prospect Management Investment Account Management Sales Management Call Center Experience +3 more

Other Skills

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Compassion
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Time Management
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Verbal Communication Skills
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Emotional Intelligence

Roles & Responsibilities

Bachelor's degree or equivalent professional experience
Series 65 or Series 66 securities license
Previous experience in a consultative sales role, preferably outbound call center
Fluency in English and Spanish

Requirements:

Engage 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 engage the client in exploratory dialogue to identify needs/wants and initiate financial goal-based conversations; present appropriate financial solutions to support the achievement of client objectives.
Help build the client relationship by serving as a knowledgeable resource for information and advice; handle interactions accurately and efficiently.
Educate clients on financial, investment, debt management, and retirement planning strategies.

Edelman Financial Engines

Financial Services

About Edelman Financial Engines

For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 31, 2023).Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement.In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

Company type: Large

Industry: Financial Services

Founded: 2018

Company size: 1001 - 5000

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Job description

Description

Outbound Investment Advisor - Bilingual (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 bilingual Spanish Investment Advisor on the Outbound Team of 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 the Investment Advisor, you will make outbound client calls, provide financial planning advice, and build solutions to meet each client’s needs in English and Spanish. 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:

Engage 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 engage the client in exploratory dialogue to identify needs/wants and initiate financial goal-based conversations; present appropriate financial solutions to support the achievement of client objectives.
Help build the client relationship by serving as a knowledgeable resource for information and advice; handle interactions accurately & efficiently.
Educate client on financial, investment, debt management, and retirement planning strategies
Work with high emotional intelligence, developing an unwavering environment of client trust.
Excel in a consistent, structured work environment.
Effective at time and prospect management; seek 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 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. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 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. 

© 2026 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. Certain services provided on an educational and guidance basis only. Results are not guaranteed.  

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 Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.  

2 Edelman Financial Engines data, as of September 30, 2025. 

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