Financial Consultant - Client Growth & Retention

📌 Core Information

📌 Core Information

🔹 Job Title: Financial Consultant - Client Growth & Retention

🔹 Company: Edelman Financial Engines

🔹 Location: Phoenix, Arizona, United States

🔹 Job Type: Full-time

🔹 Category: Financial Services

🔹 Date Posted: July 8, 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: Remote OK

🚀 Job Overview

Key aspects of this role include:

• Engaging clients through marketing campaigns and outreach programs to encourage productive dialogue and increase client retention.
• Providing financial planning advice and solutions tailored to meet each client's needs while building long-term relationships.
• Working with high emotional intelligence, developing an unwavering environment of client trust.
• Excelling in a consistent, structured work environment.
• Effective time and prospect management to improve client contact rate and ensure campaign success.

ASSUMPTION: This role requires strong communication skills, empathy, and a passion for helping people achieve their financial goals. The ideal candidate will have experience working in a consultative sales role and outstanding customer service skills.

📋 Key Responsibilities

✅ Engage clients through marketing campaigns and outreach programs to encourage productive dialogue and increase client retention.

✅ Provide financial planning advice and solutions tailored to meet each client's needs while building long-term relationships.

✅ Work with high emotional intelligence, developing an unwavering environment of client trust.

✅ Excel in a consistent, structured work environment.

✅ Effectively manage time and prospects to improve client contact rate and ensure campaign success.

ASSUMPTION: The responsibilities listed above are the primary duties of the role. However, the job description may evolve over time based on business needs and the candidate's skills and experiences.

🎯 Required Qualifications

Education: Bachelor’s degree required and/or equivalent level of professional work experience.

Experience: Previous experience working in a consultative sales role; work in a call center preferably in an outbound capacity.

Required Skills:

• Excellent communication skills, both written and verbal.
• Proven ability to build and maintain client relationships.
• Strong problem-solving skills and attention to detail.
• Proficiency in using customer relationship management (CRM) software.
• Ability to work independently and in a team environment.
• Familiarity with financial planning principles and investment strategies.

Preferred Skills:

• Bilingual or multilingual skills.
• Experience with financial planning software.
• Knowledge of the financial services industry.

ASSUMPTION: The required and preferred skills listed above are essential for success in this role. However, Edelman Financial Engines is an equal opportunity employer and will consider qualified applicants with diverse backgrounds and experiences.

💰 Compensation & Benefits

Salary Range: $70,100 - $79,600 per year

Benefits:

• Health, dental, and other wellness plans.
• 401(k) contributions.
• Discretionary bonus.

Working Hours: Full-time (40 hours per week)

ASSUMPTION: The salary range provided is an estimate based on the job title, location, and experience level. The actual salary may vary based on the candidate's qualifications and the company's internal compensation structure. Benefits are subject to change and may vary based on the candidate's employment status and location.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services

Company Size: 1,001-5,000 employees

Founded: 1987

Company Description:

• Edelman Financial Engines is one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients.
• The company's mission is to give individual investors access to sophisticated investment modeling tools and provide financial planning and wealth management advice.
• Edelman Financial Engines offers Wealth Management services for individuals and families, as well as Employer Services for businesses.

Company Specialties:

• Investment Management
• Retirement Planning
• Financial Planning
• Tax Planning
• 401(k)
• 401(k) Rollovers
• Roth IRA
• Estate Planning
• Insurance Guidance
• IRAs
• Wealth Planning
• Wealth Management
• Fiduciary
• and RIA

Company Website: EdelmanFinancialEngines.com

ASSUMPTION: Edelman Financial Engines is a well-established company with a strong reputation in the financial services industry. The company's size and extensive client base provide opportunities for career growth and development.

📊 Role Analysis

Career Level: Mid-career

Reporting Structure: This role reports directly to the Engagement Center Manager.

Work Arrangement: Remote OK, with the option to work from the company's offices in Phoenix, Arizona.

Growth Opportunities:

• Advancement to a Senior Financial Consultant role within the Engagement Center team.
• Transition to a different team or department within Edelman Financial Engines, such as Wealth Management or Employer Services.
• Career progression to a management or leadership position within the company.

ASSUMPTION: The role offers opportunities for career growth and development within the Engagement Center team and across the broader organization. Edelman Financial Engines values internal promotions and provides training and development programs to support employee growth.

🌍 Location & Work Environment

Office Type: Hybrid (remote and on-site options available)

Office Location(s): 4742 N 24th St, Ste. 270, Phoenix, Arizona 85016, US

Geographic Context:

• Phoenix, Arizona, is the fifth-most populous city in the United States and the most populous state capital.
• The city offers a mix of urban and suburban living, with a cost of living that is generally lower than the national average.
• Phoenix has a desert climate, with hot summers and mild winters.

Work Schedule: Full-time, with flexible hours available for remote workers.

ASSUMPTION: The hybrid work environment offers flexibility for employees to balance their personal and professional lives. The Phoenix office location provides access to various amenities and cultural attractions, while remote work options allow for greater flexibility and work-life balance.

💼 Interview & Application Insights

Typical Process:

• Online application submission through the company's careers portal.
• Phone or video screening with the hiring manager or a member of the HR team.
• In-depth phone or video interview with the Engagement Center Manager or a senior team member.
• Final on-site or virtual interview with the Engagement Center Director and other key stakeholders.
• Background check and reference check, followed by a job offer.

Key Assessment Areas:

• Communication skills, both written and verbal.
• Problem-solving skills and attention to detail.
• Ability to work independently and in a team environment.
• Familiarity with financial planning principles and investment strategies.
• Cultural fit and alignment with Edelman Financial Engines' values.

Application Tips:

• Tailor your resume and cover letter to highlight relevant skills and experiences for this role.
• Prepare for behavioral interview questions that focus on your problem-solving skills, communication abilities, and customer service experiences.
• Research Edelman Financial Engines' mission, values, and company culture to demonstrate your fit and enthusiasm for the role.
• Practice common interview questions and prepare thoughtful responses that showcase your qualifications and passion for the position.

ATS Keywords: Financial Planning, Client Engagement, Consultative Sales, Customer Service, Communication, Time Management, Prospect Management, Investment Strategies, Debt Management, Retirement Planning, Emotional Intelligence, Problem Solving, Relationship Building, Marketing Campaigns, Goal Setting, Persuasion

ASSUMPTION: The interview process for this role is designed to assess the candidate's skills, experiences, and cultural fit. Edelman Financial Engines values candidates who are passionate about helping people achieve their financial goals and have a strong commitment to client service.

🛠 Tools & Technologies

• Customer Relationship Management (CRM) software
• Financial planning software (e.g., eMoneyPool, MoneyGuidePro)
• Microsoft Office Suite (Word, Excel, PowerPoint)
• Zoom or other video conferencing tools
• Phone and email communication tools

ASSUMPTION: The tools and technologies listed above are commonly used in the financial services industry and are essential for success in this role. Edelman Financial Engines may provide training and resources to help employees develop proficiency with these tools.

👔 Cultural Fit Considerations

Company Values:

• Client First: Always act in the best interests of our clients.
• One Team: Collaborate and support each other to achieve common goals.
• Respectful Candor: Encourage open and honest communication while treating others with respect.
• Endless Curiosity: Continuously learn and adapt to improve our services and ourselves.

Work Style:

• Collaborative and team-oriented.
• Adaptable and open to feedback.
• Results-driven and focused on continuous improvement.
• Committed to maintaining a positive and inclusive work environment.

Self-Assessment Questions:

• How do you demonstrate the value of "Client First" in your daily work?
• Describe a time when you had to work with a difficult client or colleague. How did you handle the situation, and what was the outcome?
• How do you stay curious and up-to-date with industry trends and best practices in financial planning?

ASSUMPTION: Edelman Financial Engines values candidates who align with the company's core values and work style. The self-assessment questions are designed to help candidates reflect on their personal values, work experiences, and cultural fit with the organization.

⚠️ Potential Challenges

• Managing a high volume of client interactions and maintaining productivity.
• Balancing the needs and expectations of multiple clients with varying financial goals and priorities.
• Adapting to changes in the company's products, services, or processes.
• Working remotely and maintaining a consistent work-life balance.
• Managing stress and maintaining a positive attitude in a fast-paced, high-pressure environment.

ASSUMPTION: The potential challenges listed above are common to roles in the financial services industry and can be mitigated through effective time management, strong communication skills, and a commitment to continuous learning and self-care.

📈 Similar Roles Comparison

• This role differs from other financial consultant positions in its focus on client engagement and retention through marketing campaigns and outreach programs.
• The role requires strong communication skills and the ability to work effectively in a structured, consistent environment.
• Compared to other roles within Edelman Financial Engines, this position offers opportunities for career growth and development within the Engagement Center team and across the broader organization.

ASSUMPTION: The comparison points listed above highlight the unique aspects of this role and its potential for career growth and development within Edelman Financial Engines.

📝 Sample Projects

• Developing and executing a targeted marketing campaign to engage existing clients and increase client retention.
• Creating and delivering a webinar or workshop on financial planning principles for clients and prospects.
• Analyzing client data to identify trends and opportunities for personalized financial advice and solutions.

ASSUMPTION: The sample projects listed above are representative of the types of initiatives that financial consultants in this role might undertake to engage clients, improve client retention, and drive business growth.

❓ Key Questions to Ask During Interview

• Can you describe a typical day in the life of a Financial Consultant within the Engagement Center team?
• How does the company support the professional development and career growth of its employees?
• What are the most challenging aspects of this role, and how can I best prepare to succeed in them?
• How does the company measure the success of its financial consultants, and what are the opportunities for advancement within the team?
• What is the company's approach to work-life balance, and how does it support employees working remotely?

ASSUMPTION: The key questions listed above are designed to help candidates better understand the role, the company culture, and the opportunities for growth and development within Edelman Financial Engines.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the following link: https://jobs.jobvite.com/edelmanfinancialengines/job/oGrwwfwT
• Tailor your resume and cover letter to highlight your relevant skills and experiences for this role.
• Prepare for behavioral interview questions that focus on your problem-solving skills, communication abilities, and customer service experiences.
• Research Edelman Financial Engines' mission, values, and company culture to demonstrate your fit and enthusiasm for the role.
• Practice common interview questions and prepare thoughtful responses that showcase your qualifications and passion for the position.
• Follow up with the hiring manager or HR representative one week after your interview to inquire about the status of your application.

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.