Investment Advisor - Refer Yourself Bonus!

Financial Advisory Phoenix, Arizona


At Edelman Financial Engines, we believe everyone deserves to move their financial life forward, and we’re growing our team, so we can help more clients every day!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone—not just the wealthy, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our dedication encourages you, we invite you to consider joining our team.

As an Investment Advisor on the Engagement Center team, you’ll demonstrate the value of our products, services, and reputation. By providing outstanding financial advice and a personalized client experience, you will increase client happiness, referrals, repeat business, and asset retention.

We are looking for someone who has a desire to help people and provide strategies to help them succeed financially. If you have the heart of a teacher, patience, and compassion, this may be the opportunity for you!


  • Conduct business with the goal of achieving/exceeding performance targets for engagement center metrics: 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 action and support achievement of the client’s personal financial goals
  • Demonstrate knowledge of the company financial planning philosophy and approach, products and services, investment strategies, and other aspects of personal financial planning.
  • Ability to engage with clients over the phone & conduct goal-based conversations; accurately & efficiently to resolve client issues.
  • Optimally handle time, client inflows and processes while adhering to a set schedule within the engagement center.


  • 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 and strong desire to help people
  • Goal driven, with a passion for talking to clients over the phone to uncover their financial needs and advise on client’s financial goals
  • Aptitude and/or experience working with computer-based tools for account management
  • Possess the Series 65 or Series 66 securities license, or be willing to go through our training program to earn the Series 65 securities license within the first 3 months of employment

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, as recognized by Barron’s,1 with 150+ offices across the country and entrusted by 1.3 million clients to manage more than $289 billion in assets.2 Our unique approach to serving clients combines our sophisticated methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

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© 2021 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and contact Andrea Fisher at [email protected]  with any questions.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

[1] The 2020 America’s Best RIA Firms Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, technology spending, staff diversity, succession planning, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.

[2] Data as of 6/30/2021.