Inbound Investment Advisor
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-09-18
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-18
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
- Conduct business to achieve or exceed engagement center performance targets, including opportunity generation, client enrollment, client retention, and customer survey scores
- Take inbound calls and review financial goals to uncover needs and opportunities
- Provide consultative mentorship to empower client action and support achievement of personal financial goals
- Demonstrate knowledge of the company’s financial planning philosophy, products and services, investment strategies, and personal financial planning
- Engage with clients over the phone and conduct goal-based conversations
- Accurately and efficiently resolve client issues
- Handle time, client inflows, and processes optimally while adhering to a set engagement center schedule
- Bachelor’s degree required and/or equivalent level of professional work experience
- Prefer degree in Finance, Economics, Financial Planning, or related field
- Outstanding customer service experience
- Strong desire to help people
- Results oriented, with a passion for talking to clients over the phone to uncover financial needs and advise on financial goals
- Proficiency and/or experience working with computer-based tools for account management
- Possess the Series 65 or Series 66 securities license, or be willing to earn the Series 65 license within the first 3 months of employment
Demonstrates expertise in financial planning, client engagement, and consultative mentorship to drive client success and achieve performance targets. Proficient in utilizing computer-based tools for account management and resolving client issues efficiently.
Highest-signal resume keywords- Bachelor's Degree
- Series 65 License
- Financial Planning
- Customer Service
- Consultative Mentorship
- Financial Planning
- Investment Strategies
- Client Enrollment
- Opportunity Generation
- Client Retention
- Results Oriented
- Strong Desire to Help People
- Outstanding Customer Service Experience
- Series 65 License
- Series 66 License
- Financial Goals
- Client Engagement
- Goal-Based Conversations
- Client Issues Resolution
- Computer-Based Tools for Account Management
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