[Remote] Financial Consultant - Client Growth & Retention
Note: The job is a remote job and is open to candidates in USA. Edelman Financial Engines is dedicated to providing comprehensive financial planning and investment advice to clients. As a Financial Consultant on the Engagement Center team, you will engage with clients to provide personalized financial advice, enhance client relationships, and support their financial goals through effective communication and outreach. The role emphasizes building trust and delivering high-quality financial solutions tailored to client needs.
Responsibilities
• 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
Skills
• Bachelor's degree required and/or equivalent level of professional work experience
• Possess the Series 65 or Series 7+66 securities licenses (Series 65 equivalent)
• 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
Benefits
• Quarterly performance based sales bonus
• Discretionary bonus
• Health, dental and other wellness plans
• 401(k) contributions
Company Overview
• Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting. It was founded in 1986, and is headquartered in Boston, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is https://www.edelmanfinancialengines.com/.
Company H1B Sponsorship
• Edelman Financial Engines has a track record of offering H1B sponsorships, with 25 in 2025, 32 in 2024, 34 in 2023, 46 in 2022, 34 in 2021, 30 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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Responsibilities
• 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
Skills
• Bachelor's degree required and/or equivalent level of professional work experience
• Possess the Series 65 or Series 7+66 securities licenses (Series 65 equivalent)
• 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
Benefits
• Quarterly performance based sales bonus
• Discretionary bonus
• Health, dental and other wellness plans
• 401(k) contributions
Company Overview
• Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting. It was founded in 1986, and is headquartered in Boston, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is https://www.edelmanfinancialengines.com/.
Company H1B Sponsorship
• Edelman Financial Engines has a track record of offering H1B sponsorships, with 25 in 2025, 32 in 2024, 34 in 2023, 46 in 2022, 34 in 2021, 30 in 2020. Please note that this does not guarantee sponsorship for this specific role.
Apply tot his job
Apply To this Job