Inbound Investment Advisor

As an Investment Advisor on the Inbound Advisor team, you’ll play a pivotal role by delivering financial strategies to help individuals achieve their goals.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Investment Advisor role, we are seeking a candidate with a desire to help clients succeed financially. If you have the heart of a teacher, perseverance, and compassion, this may be an opportunity for you!

Responsibilities:

• 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