Bilingual Inbound Investment Advisor
edelmanfinancialengines
About this role
A bilingual Investment Advisor at Edelman Financial Engines is responsible for providing personalized financial advice to clients over the phone, helping them achieve their financial goals. The role emphasizes building long-term relationships through excellent client service, goal-based conversations, and a deep understanding of financial strategies. It also involves adherence to performance metrics and obtaining relevant securities licenses.
Skills
Qualifications
About edelmanfinancialengines
edelmanfinancialengines.comEdelman Financial Engines is a large independent wealth management and retirement-planning firm created by the merger of Edelman Financial Advisors and Financial Engines. It delivers personalized financial planning, investment and wealth management, 401(k) and employer‑plan advice, and tax‑aware strategies through a hybrid model of digital tools and human advisors. The firm serves individual investors, employer‑sponsored retirement plans and institutions, offering online planning tools, portfolio management, and ongoing fiduciary guidance to help clients pursue long‑term goals. It’s known for combining scalable technology with dedicated advisors and a fiduciary approach to advice.
About edelmanfinancialengines
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for edelmanfinancialengines.
Salary
$51k – $68k
per year
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