Offer summary

Qualifications:

Bachelor’s degree in Finance, Economics, Financial Planning, or related field preferred., Bilingual in English and Spanish with strong communication skills., Exceptional customer service experience and a passion for helping clients., Possess or be willing to obtain Series 65 or Series 66 securities license within the first 3 months..

Key responsibilities:

Conduct business to achieve performance targets for client engagement and retention.

Take inbound bilingual calls to assess financial goals and provide consultative mentorship.

Demonstrate knowledge of financial planning products and strategies to clients.

Manage time and client interactions effectively while adhering to a set schedule.

Job description

Description

Bilingual (English/Spanish) Investment Advisor

At Edelman Financial Engines, we believe everyone deserves to move their financial life forward, and we’re growing our team, so we can help more clients every day!

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 empathy, integrity, and invention. We uphold that same standard of respect and commitment 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 purpose-driven commitment inspires you, we invite you to consider joining our team.

As an Investment Advisor on the Engagement Center team, you’ll demonstrate the value of our products, services, and reputation. By providing outstanding financial advice and a personalized client experience, you will increase client happiness, referrals, repeat business, and asset retention.

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, kindness, 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 & bi-lingual calls to 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 in both English & Spanish; accurately & efficiently to resolve client issues.
Effectively manage 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.
Bilingual; Fluent in Spanish and able to converse with clients using Spanish financial acumen
Exceptional customer service experience and strong desire to help people
Goal driven, with a passion for talking to clients over the phone to uncover their financial needs and advise on client’s financial goals
Aptitude 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

About Edelman Financial Engines

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. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's ¹ with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets ² 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.

For more information, please visit EdelmanFinancialEngines.com.

© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].

¹ The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.

² Edelman Financial Engines data, as of September 30, 2024.

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