Inbound Investment Advisor

As an Investment Advisor on the Engagement Center team, you’ll demonstrate the value of our products, services, and reputation by providing outstanding financial advice and a personalized client experience, increasing client happiness, referrals, repeat business, and asset retention.

Requirements

• Conduct business with the goal of achieving/exceeding performance targets for engagement center metrics
• Take inbound calls and review financial goals to uncover needs and opportunities
• Demonstrate knowledge of the 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
• Optimally handle time, client inflows and processes while adhering to a set schedule within the engagement center

Benefits

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