Outbound Investment Advisor

As an Investment Advisor on the Outbound Team of our Engagement Center team, you’ll demonstrate the value of our products, services, and reputation. By providing best-in-class financial advice and a personalized client experience, the results will be increased client happiness, referrals, repeat business, and asset retention.

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