About this role
Financial Consultant - Client Growth & Retention - Bilingual at Edelman Financial Engines, LLC. Location: United States. Role: engaging clients, presenting solutions, educating clients Requirements: Bachelor's degree or equivalent experience; Series 65 or Series 66 license; consultative outbound sales/call center experience; fluent in English and Spanish; strong customer service and results orientation. Category: Sales Seniority: Mid Level Certifications: series 65, series 66 Commitment: Full Time Workplace: Remote Languages: English, Spanish