Edelman Financial Engines, LLC

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

Phoenix, AZ

Sponsorship not specified$85k-$98kDetected 6 hours ago

SalesOutbound SalesIntellectual PropertyCustomer SupportFEACommunication

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.

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
Works with high emotional intelligence, developing an unwavering environment of client trust.
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.
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.
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.
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.
marital, domestic partner or civil union status

Bachelor's degree required and/or equivalent level of professional work experience.

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.

$61,600 - $82,100 USD
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.

Educates client on financial, investment, debt management, and retirement planning strategies
Certain services provided on an educational and guidance basis only.
national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.

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 Outbound Investment Advisor on the Advisor Center 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 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!
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

This listing is sourced directly from Edelman Financial Engines, LLC's careers page and normalized into a canonical job model.