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Inbound Financial Advisor: Personal Planning & Guidance
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-08-23
Listing for:
Edelman Financial Engines
Full Time
position Listed on 2026-08-23
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Edelman Financial Engines is seeking an Investment Advisor on the Inbound Advisor team who guides individuals toward their financial goals. The role emphasizes active client engagement by phone, consultative guidance, and a strong service mindset.
The position requires a bachelor’s degree or equivalent experience, and a Series 65/66 license (or willingness to earn within three months). Base pay ranges with potential bonuses and benefits; relocation considerations apply for a national footprint.
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