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Proactive Client Investment Advisor; Outbound

Job in El Paso, El Paso County, Texas, 88568, USA
Listing for: Edelman Financial Engines
Full Time position
Listed on 2026-01-13
Job specializations:
  • Sales
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 59700 - 79600 USD Yearly USD 59700.00 79600.00 YEAR
Job Description & How to Apply Below
Position: Proactive Client Investment Advisor (Outbound)
A financial advisory firm in El Paso is looking for an Outbound Investment Advisor to engage clients through targeted outreach and provide personalized financial planning advice. The ideal candidate will possess a Bachelor's degree and relevant licenses, alongside experience in consultative sales. This role focuses on building sustainable client relationships while employing marketing strategies to retain and grow assets. A market-based salary range of $59,700 to $79,600 is offered, alongside eligibility for bonuses and comprehensive benefits.
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