Edelman Financial Engines · 4 months ago
Inbound Investment Advisor
United States
Full-time
Remote
Entry, Mid Level
$51K/yr - $68K/yrEdelman Financial Engines is a leading financial planning and investment advisory firm committed to guiding clients with the financial advice they need to thrive. The Inbound Investment Advisor will provide outstanding financial advice and a personalized client experience to enhance client satisfaction and retention, while achieving performance targets in the engagement center.
ConsultingFinancial ServicesPersonal FinanceRetirement
Responsibilities
Conduct business with the goal of achieving/exceeding performance targets for engagement center metrics: opportunity generation, client enrollment, client retention, and customer survey scores
Take inbound calls and review financial goals to uncover needs and opportunities; provide consultative mentorship to empower action and support achievement of the client’s personal financial goals
Demonstrate knowledge of the company financial planning philosophy and approach, products and services, investment strategies, and other aspects of personal financial planning
Ability to engage with clients over the phone & conduct goal-based conversations; accurately & efficiently to resolve client issues
Optimally handle time, client inflows and processes while adhering to a set schedule within the engagement center
Qualification
Required
Bachelor's degree required and/or equivalent level of professional work experience
Outstanding customer service experience and strong desire to help people
Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client's financial goals
Proficiency and/or experience working with computer-based tools for account management
Possess the Series 65 or Series 66 securities license or be willing to go through our training program to earn the Series 65 securities license within the first 3 months of employment
Preferred
Prefer degree in Finance, Economics, Financial Planning, or related field
Benefits
Discretionary bonus
Health
Dental and other wellness plans
401(k) contributions
Company
Edelman Financial Engines
Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
Founded in 1986Boston, Massachusetts, USA
1001-5000 employees
H1B Sponsorship
Edelman Financial Engines has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (25)
2024 (32)
2023 (34)
2022 (46)
2021 (34)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Warburg Pincus
2021-03-15Private Equity
2012-04-16Acquired
Leadership Team
Ralph Haberli
Chief Executive Officer
Suzanne van Staveren
Executive Vice President and Chief Financial Officer
Recent News
2025-12-10
2025-11-07
2025-10-15
Company data provided by crunchbase