Financial Consultant - Client Growth & Retention
Edelman Financial EnginesNew York, New York, United States • Phoenix, Arizona, United States
Posted February 8, 2026
70000 - 79600 USD
Full Time
About the Company
Edelman Financial Engines is an independent wealth planning and workplace investment advisory firm founded over 35 years ago. We provide sophisticated investment modeling tools and comprehensive financial services, including retirement planning, tax planning, and estate planning, to help individuals and families build, grow, and protect their wealth. Our unique blend of high-tech solutions and personalized, high-touch advice sets us apart in the industry, serving more than 1.3 million clients across America.
Job Description
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. That’s 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.
Requirements
- Bachelor’s degree required and/or equivalent level of professional work experience.
- Possess the Series 65 or Series 66 securities license
- Previous experience working in a consultative sales role; work in a call center preferably in an outbound capacity
- Outstanding customer service experience
- Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client’s financial goals
Benefits
- Discretionary bonus
- Health, dental and other wellness plans
- 401(k) contributions