About this role
Outbound Investment Advisor at Edelman Financial Engines, LLC. Location: United States. Role: engaging clients, presenting solutions, building relationships Requirements: Bachelor's degree or equivalent, Series 65 or Series 66 license, prior consultative/outbound sales or call center experience, strong customer service and communication skills, results-oriented. Category: Sales Seniority: Mid Level Certifications: series 65, series 66 Commitment: Full Time Workplace: Remote Languages: English