Financial Consultant - Client Growth & Retention

1 month, 1 week ago
Full-time
Mid Level
Sales and Business Development
Edelman Financial Engines

Edelman Financial Engines

Edelman Financial Engines is America's top independent financial planning and investment advisory firm, serving 1.3 million households with $241 billion in assets. They offer investing, financial planning, wealth management, retirement planning, and pe...

Capital Markets
1K-5K
Founded 1986

Description

  • Engage clients through marketing campaigns and outbound outreach to encourage productive conversations, strengthen retention, and attract new assets.
  • Conduct exploratory discussions to identify client needs and initiate goal-based financial conversations.
  • Present appropriate financial solutions aligned with clients’ objectives.
  • Serve as a knowledgeable resource by providing accurate and efficient information and advice.
  • Educate clients on financial, investment, debt management, and retirement planning strategies.
  • Build client trust through empathetic, respectful, and emotionally intelligent interactions.
  • Manage time and prospects effectively to improve client contact rates and campaign results.
  • Work effectively within a consistent, structured environment.

Requirements

  • Bachelor’s degree or equivalent professional work experience.
  • Active Series 65 or Series 66 securities license.
  • Previous consultative sales experience, preferably in an outbound call-center environment.
  • Outstanding customer service experience.
  • Strong verbal communication and persuasion skills for client phone interactions.
  • Results-oriented approach with a passion for uncovering financial needs and advising clients on their goals.
  • Ability to manage prospects and work effectively in a structured environment.

Benefits

  • Expected total compensation of $85,000–$97,600, including base pay and bonus.
  • Eligibility for a quarterly performance-based sales bonus.
  • Potential eligibility for discretionary bonuses and other compensation.
  • Health, dental, and wellness plans.
  • 401(k) contributions.

Interested in this position?

Apply directly on the company website

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