Bilingual Inbound Investment Advisor

Investment Advisor (Inbound Bilingual) (Phoenix, AZ) 

 At Edelman Financial Engines, we believe everyone deserves to move their financial life forward,  

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with compassion, integrity, and invention. We uphold that same standard of respect and dedication for clients and colleagues alike. 

Founded on the idea that financial education is a fundamental right for everyone—not just the wealthy, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our dedication encourages you, we invite you to consider joining our team. 

We are looking for someone who has a desire to help people and provide strategies to help them succeed financially. If you have the heart of a teacher, perseverance, and compassion, this may be the opportunity for you! 

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.

Requirements:

• Bachelor’s degree required and/or equivalent level of professional work experience. Prefer degree in Finance, Economics, Financial Planning or related field.
• 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
• Bi-lingual speaking, preferred