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Financial Consultant Client Growth & Retention (Phoenix, AZ Hybrid)
Job Location:
Job Location:
Phoenix, AZ - USA
Monthly Salary:
$ 61600 - 82100
Monthly Salary:
Posted:
9 August 2026 (30+ days ago)
Posted:
Application Deadline:
6 November 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
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 a job to do for our clients. Thats 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 an Outbound Investment Advisoron theAdvisor Center team youll play a pivotal role by delivering financial strategies to help individuals achieve their goals.
In addition to an earnest desire to help people we are looking for the ideal candidate to complement the teams existing talents. For this Outbound Investment Advisor role we are seeking a candidate with a desire to help clients succeed financially.If you are inspired by purpose-driven work and a collaborative values-led culture this may be an opportunity for you!
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.
Requirements:
- Bachelors 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
- Outstanding customer service experience
- Results oriented with a passion for talking to clients over the phone to uncover their financial needs and advise on clients financial goals.
Edelman Financial Engines takes a market-based approach to pay. The expected total compensation range for this role nationally is $85000 to $97600. 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 also 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.
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is below. However 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.
Pay Range
$61600 - $82100 USD
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 byBarronsas a top RIA firm for eight years in a row(awarded each September (2018-2025) based on prior 12-month data through June 30)1wesupportmore than1.27 million clientsacross 140 offices nationwide and manage over$324billionin assets2.Our unique approach to serving clients combines our advancedmethodologyand proprietary technology with the attention of a dedicated personal financial planner. Every clients 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.
For California residents please see the link for thePrivacy Notice for Candidates. California law requires that we provideyouthis 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 you need assistance to accommodate a disability you may request one at any time by either contacting your recruiter or .
1TheBarrons Top 100 RIA Firms list an annual ranking of independent advisory firms is based on qualitative and quantitative criteria. Firmselecttoparticipatebut do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services LLC which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey FEA received aprecombinationranking of 12th.
2EdelmanFinancial Engines data as ofSeptember 30 2025
Required Experience:
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