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Outbound Investment Advisor: Build Wealth & Trust
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-08-27
Listing for:
Edelman Financial Engines
Full Time
position Listed on 2026-08-27
Job specializations:
-
Sales
Financial Sales -
Finance & Banking
Financial Sales
Job Description & How to Apply Below
Edelman Financial Engines is seeking an Outbound Investment Advisor to deliver financial strategies and guidance through proactive client outreach. You will engage clients, identify needs, and present solutions while building lasting relationships in a high-energy, call-center oriented environment.
Required qualifications include a bachelor’s degree and securities licenses (Series 65/66), plus strong customer service and a proven track record in outbound sales.
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