Financial Consultant – Client Growth & Retention, Bilingual

🔥 58 minutes ago

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Edelman Financial Engines

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1987

💸 Finance

👥 B2C

🤝 B2B

💰 Private equity on 2021-04

Finance • B2C • B2B

Edelman Financial Engines is an independent, fiduciary wealth management and financial planning firm that provides comprehensive advice and investment management for individuals and employers. The company offers holistic services including financial planning, retirement planning, investment management (using data-driven models and personalized portfolios), tax and estate planning, insurance guidance, and employer workplace retirement solutions. As of December 31, 2025, Edelman Financial Engines reported about 1. 24 million clients, $326 billion in client assets under management, and roughly 146 locations, and emphasizes transparent fees and fiduciary guidance.

📋 Description

• 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.

🎯 Requirements

• Bachelor’s degree required and/or equivalent level of professional work experience. • Possess the Series 65 or Series 66 securities license • Previous experience working in a consultative sales role; work in a call center preferably in an outbound capacity • Fluency in English and Spanish • 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 insurance • dental plans • wellness plans • 401(k) contributions