Inbound Investment Advisor

Edelman Financial Engines•United States Remote, Nationwide

About The Position

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.

Requirements

Proven qualities to help advance key initiatives for the business.
An earnest desire to help people.
Strategic thinking.
Strong project management skills.
Ability to own the work, including developing the plan, creating content, and executing ideas.

Responsibilities

Guide people with the financial advice they need to thrive.
Manage clients’ investments by truly understanding them as people first.
Deliver advice, strategies and solutions to help clients feel confident about their plans.
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.