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Inbound Investment Advisor (Hybrid)
Job Location:
Job Location:
Phoenix, AZ - USA
Yearly Salary:
USD 50700 - 67600
Yearly Salary:
Posted:
16 September 2026 (9 days ago)
Posted:
Application Deadline:
14 December 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 Investment Advisoron theInbound Advisor 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 Investment Advisor role we are seeking a candidate with a desire to help clients succeed financially.If you have the heart of a teacher perseverance and compassion this may be an opportunity for you!
Responsibilities:
- Conduct business with the goal of achieving/exceeding performance targets for engagement center metrics: opportunity generation client enrollment client retention and customer survey scores
- Take inbound calls and review financial goals to uncover needs and opportunities; provide consultative mentorship to empower action and support achievement of the clients personal financial goals
- Demonstrate knowledge of the company financial planning philosophy and approach products and services investment strategies and other aspects of personal financial planning
- Ability to engage with clients over the phone & conduct goal-based conversations; accurately & efficiently to resolve client issues
- Optimally handle time client inflows and processes while adhering to a set schedule within the engagement center
Requirements:
- Bachelors degree required and/or equivalent level of professional work experience. Prefer degree in Finance Economics Financial Planning or related field.
- Outstanding customer service experience and strong desire to help people
- Results oriented with a passion for talking to clients over the phone to uncover their financial needs and advise on clients financial goals
- Proficiency and/or experience working with computer-based tools for account management
- Possess the Series 65 or Series 66 securities license or be willing to go through our training program to earn the Series 65 securities license within the first 3 months of employment
This is a hybrid role (3 days per week in-office) based in Phoenix AZ.
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $50700 - $67600. 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.
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 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:
Unclear Seniority
