About this role
Inbound Investment Advisor at Edelman Financial Engines, LLC. Location: United States. Role: advising clients, taking calls, managing accounts Requirements: Bachelor's degree or equivalent experience; Series 65 or 66 license (or willingness to obtain Series 65 within 3 months); strong customer service, phone-based advising, and proficiency with account management tools. Category: Finance and Accounting Seniority: Entry Level Certifications: series 65, series 66 Commitment: Full Time Workplace: Remote Languages: English