Financial Consultant - Client Growth & Retention at EDELMAN FINANCIAL ENGINES LLC

Phoenix, Arizona, United States -

Full Time

Start Date

Immediate

Expiry Date

09 May, 26

Salary

79600.0

Posted On

08 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Engagement, Consultative Sales, Customer Service, Communication, Time Management, Emotional Intelligence, Problem Solving

Industry

Financial Services

Description

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 represents a lifetime of hard work and aspirations, and every dollar invested has 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. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As a Financial Consultant on 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. As a trusted advisor within our 401k programs, you will reach out to existing clients and provide financial planning advice, building solutions to meet each client’s needs. You will guide the client through financial planning principles as well as digital self-service tools and other resources. This team focuses on building our brand and client relationship with each interaction, offering high value for the services provided, and growing assets under management, while always putting client goals first. We are looking for someone who has a desire to help people and provide guidance to help our clients succeed financially. If you have the heart of a teacher, compassion, and the ability to convey our company's purpose, this may be the opportunity for you! Responsibilities: Engages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets. Actively engages the client in exploratory dialogue to identify needs/wants and initiates financial goal-based conversations; presents appropriate financial solutions to support the achievement of client objectives. Helps build the client relationship by serving as a knowledgeable resource for information and advice; handles interactions accurately & efficiently. Educates client on financial, investment, debt management, and retirement planning strategies Works with high emotional intelligence, developing an unwavering environment of client trust. Excels in a consistent, structured work environment. Effective at time and prospect management; seeks to improve client contact rate and ensure that EFE campaigns are highly successful. 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. Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $70,100-79,600. This role is also eligible for a quarterly performance based sales bonus. Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Your recruiter can share more about the specific benefits eligible for this role during the hiring process. About Edelman Financial Engines Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com. © 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com. 1 The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th. 2 Edelman Financial Engines data, as of September 30, 2025.

Responsibilities

The Financial Consultant will engage clients through marketing campaigns and outreach programs, providing financial planning advice and solutions tailored to client needs. They will build relationships with clients, educate them on financial strategies, and work to increase client retention and asset growth.