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Inbound Investment Advisor: Guide Financial Goals
Job in
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-07-14
Listing for:
Edelman Financial Engines, LLC
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Edelman Financial Engines, a leading independent wealth advisor, is seeking an Investment Advisor for the Inbound Advisor team. You will deliver financial strategies to help individuals reach their goals and build long-term client relationships.
Responsibilities include driving engagement metrics through inbound calls, providing consultative guidance on personal financial plans, and maintaining knowledge of our planning philosophy, products, and investment strategies.
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