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 job to do for our clients. 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. 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.Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. 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 a bilingual Spanish Investment Advisor on the Outbound Team of 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.As the Investment Advisor, you will make outbound client calls, provide financial planning advice, and build solutions to meet each client’s needs in English and Spanish. You will guide the client through financial planning principles as well as digital self-service tools and other resources. This team focuses on building our brand and client relationship with each interaction, offering high value for the services provided, and growing assets under management, while always putting client goals first.We are looking for someone who has a desire to help people and provide guidance to help our clients succeed financially. If you have the heart of a teacher, compassion, and the ability to convey our company's purpose, this may be the opportunity for you!Responsibilities:Engage 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 engage the client in exploratory dialogue to identify needs/wants and initiate financial goal-based conversations; present appropriate financial solutions to support the achievement of client objectives.Help build the client relationship by serving as a knowledgeable resource for information and advice; handle interactions accurately & efficiently.Educate client on financial, investment, debt management, and retirement planning strategiesWork with high emotional intelligence, developing an unwavering environment of client trust.Excel in a consistent, structured work environment.Effective at time and prospect management; seek to improve client contact rate and ensure that EFE campaigns are highly successful.Requirements:Bachelor’s degree required and/or equivalent level of professional work experience.Possess the Series 65 or Series 66 securities licensePrevious experience working in a consultative sales role; work in a call center preferably in an outbound capacityFluency in English and SpanishOutstanding customer service experienceResults oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client’s financial goals.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. This role is 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 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.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. 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. 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.
