Financial Consultant - Client & Retention

Financial Consultant – Client Growth & Retention

(Phoenix, AZ or Remote)

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 or invested helps our clients build a better future. Our goal is to build long‑term relationships based on respect, integrity, and a commitment to helping people make smart investment decisions at every stage of life.

• Engage clients through marketing campaigns and outreach programs, using confident and persuasive communication to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets.
• Conduct exploratory conversations to identify client needs and initiate goal‑based discussions; present financial solutions that support client objectives.
• Serve as a knowledgeable resource for information and advice, handling interactions accurately and efficiently.
• Educate clients on financial, investment, debt management, and retirement planning strategies.
• Maintain an environment of client trust through high emotional intelligence.
• Perform consistently and structure work in a methodical manner.
• Manage time and prospects effectively to improve client contact rates and maximize EFE campaign success.

• Bachelor’s degree (or equivalent professional experience).
• Series 65 or Series 66 securities license.
• Previous experience in a consultative sales role; call‑center experience in an outbound capacity preferred.
• Outstanding customer service experience.
• Results‑oriented with a passion for uncovering client needs over the phone and advising on financial goals.

Compensation:
The expected base salary range for this role nationally is $70,100–$79,600. The role also includes a quarterly performance‑based sales bonus and may be eligible for discretionary bonuses, health, dental, and other wellness plans, and 401(k) contributions.

We encourage growth based on individual merit and ability, without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital status, domestic partnership, civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, disability, military service, or veteran status.