Financial Advisor - Client & Retention

Remote / Online - Candidates ideally in
Long Beach, Los Angeles County, California, 90801, USA

Listing for: Remote

Full Time, Remote/Work from Home position Listed on 2026-11-12

Job specializations:

Finance & Banking

Insurance Sales, Financial Sales
Sales

Insurance Sales, Financial Sales

Salary/Wage Range or Industry Benchmark: 85000 - 98000 USD Yearly USD 85000.00 98000.00 YEAR

Job Description & How to Apply Below

Position: Remote Financial Advisor - Client Growth & Retention

Edelman Financial Engines (EFE) seeks an Outbound Investment Advisor to grow client assets and retention from a remote setting. You’ll use a consultative approach to present financial solutions and build trust with clients.

Requirements include a Bachelor’s degree and a Series 65/66 license; prior outbound sales or call-center experience is preferred. Compensation includes base pay plus bonus with health, dental and 401(k) benefits.

We would love to welcome a new Remote Financial Advisor
- Client Growth & Retention to our group in San Francisco, CA, United States.

We are currently recruiting a Remote Financial Advisor
- Client Growth & Retention for our team in San Francisco, CA, United States.

This is a great position to take on the Remote Financial Advisor
- Client Growth & Retention role at Remote.

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Financial Advisor - Client & Retention

Job Description & How to Apply Below

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