Edelman Financial Engines, LLC

Inbound Investment Advisor

USA Remote

Sponsorship not specified$51k-$68kDetected 7 hours ago

Account ManagementIntellectual PropertyCustomer SupportFEAMentoring

About the role

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 a job to do for our clients.
These values guide everything we do, for our clients and each other.

provide consultative mentorship to empower action and support achievement of the client's personal financial goals
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
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.

Bachelor's degree required and/or equivalent level of professional work experience.
Prefer degree in Finance, Economics, Financial Planning, or related field.
Proficiency and/or experience working with computer-based tools for account management

Edelman Financial Engines takes a market-based approach to pay.
The expected base salary range for this role nationally is $50,700 - $67,600.
However, 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.

Client First, One Team, Respectful Candor, and Endless Curiosity.
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 an Investment Advisor on the Inbound Advisor team, you'll play a pivotal role by delivering financial strategies to help individuals achieve their goals.
In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team's existing talents.
For this Investment Advisor role, we are seeking a candidate with a desire to help clients succeed financially.
If you have the heart of a teacher, perseverance, and compassion, this may be an opportunity for you!
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.

dentity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, mil

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