Inbound Investment Advisor

edelmanfinancialengines

1 month ago

Remote

Full Time

Junior

0 applicants

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About this role

Edelman Financial Engines is seeking an Inbound Investment Advisor to provide personalized financial advice and support to clients. The role focuses on helping clients achieve their financial goals through consultative phone-based conversations, fostering long-term relationships, and guiding them on investment strategies. The position emphasizes a client-first philosophy within a collaborative culture.

Skills

About edelmanfinancialengines

edelmanfinancialengines.com

Edelman 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.