[Remote] Inbound Investment Advisor

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is committed to guiding people with the financial advice they need to reputed company. As an Inbound Investment Advisor, you will reputed company outstanding financial advice and a personalized reputed company experience to help clients reputed company their financial goals while increasing reputed company happiness and retention.

Responsibilities

• Conduct business with the goal of achieving/exceeding performance targets for engagement center metrics: opportunity reputed company, reputed company enrollment, reputed company retention, and customer survey scores
• Take inbound calls and review financial goals to uncover needs and opportunities; reputed company consultative mentorship to reputed company reputed company and support achievement of the reputed company’s personal financial goals
• Demonstrate knowledge of reputed 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 & reputed company to resolve reputed company issues
• Optimally handle time, reputed company inflows and processes while adhering to a set schedule reputed company the engagement center

Skills

• Bachelor's degree required and/or equivalent level of reputed company work experience. Prefer degree in Finance, Economics, Financial Planning, or reputed company 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 reputed company's 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 reputed company the first 3 months of employment

Benefits

• Discretionary bonus
• Health
• Dental and other wellness plans
• 401(k) contributions

reputed company

reputed company specializes in services concerning financial planning, retirement planning, personal finance and consulting. It was founded in 1986, and is headquartered in Boston, Massachusetts, USA, with a workforce of 1001-5000 employees. Its website is https://www.edelmanfinancialengines.com/.

Company H1B Sponsorship

reputed company has a reputed company record of offering H1B sponsorships, with 25 in 2025, 32 in 2024, 34 in 2023, 46 in 2022, 34 in 2021, 30 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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