[Hiring] Financial Consultant @Edelman Financial Engines

Role Description

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.

• 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.

Qualifications

• 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.

Requirements

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.

Company Description

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, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. 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.