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Financial Consultant: Client & Retention; Remote
Remote / Online - Candidates ideally in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-03-01
Phoenix, Maricopa County, Arizona, 85003, USA
Listing for:
Edelman Financial Engines
Remote/Work from Home
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
A financial advisory firm is looking for a Financial Consultant in Phoenix, AZ or remote. The successful candidate will engage clients through outreach, provide personalized financial advice, and help achieve client goals. Candidates must possess a Bachelor's degree, relevant licensing, and have consultative sales experience. This position focuses on building strong client relationships and achieving asset retention while adhering to the firm's core values.
The expected salary range is competitive and includes bonuses based on performance.
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