Financial Consultant – Client Growth, Retention

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $85k - $97.6k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

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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

• Engage clients through marketing campaigns and outreach programs to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets • Conduct exploratory client conversations to identify needs and initiate financial goal-based discussions • Present appropriate financial solutions to support client objectives • Build client relationships by providing information and advice • Handle client interactions accurately and efficiently • Educate clients on financial, investment, debt management, and retirement planning strategies • Develop client trust through high emotional intelligence • Manage time and prospects effectively • Improve client contact rates and campaign success

🎯 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 • Call center experience, preferably in an outbound capacity • Outstanding customer service experience • Results-oriented • Passion for talking to clients over the phone to uncover financial needs and advise on financial goals

🏖️ Benefits

• Quarterly performance-based sales bonus • Potential discretionary bonus • Health plans • Dental plans • Other wellness plans • 401(k) contributions