Client Discovery Associate (Phoenix, AZ)

At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.

As a Client Discovery Associate (CDA) on the Client Discovery Team (CDT), you’ll play a pivotal role by engaging prospect clients who have sophisticated needs. You’ll introduce them to EFE’s Wealth Planning Services and empower them to schedule with an appointment with our industry leading financial planners. During this first interaction with the prospect, you’ll help the prospect capture their major financial goals and uncover any additional financial challenges. If the CDA is successful, the prospect will hold a meeting with our financial planner with the goal of crafting a well-rounded financial plan and establishing a client relationship.

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 CDA role, we are seeking a candidate with proven ability to clearly articulate and personalize EFE's value proposition and differentiators to prospective clients. The candidate should have a strong desire to be a top performer who is capable of handling an assigned book of opportunities, providing prospects with timely follow-up to improve the conversion of leads which are generated through marketing and partner activities. If you are goal-oriented with a strong aim to genuinely help potential clients achieve personal financial success, this role may be an ideal match for you!

Responsibilities:

• Actively engages the client in exploratory dialogue to identify needs/wants and value expectations to support the achievement of client objectives
• Applies knowledge of EFE’s Wealth Management capabilities to promote products and services (retirement planning, investments, estate planning, insurance, and tax planning) to convey how EFE financial planners could potentially address their needs
• Accurately assess client needs and build a prospect profile to identify the right tier/treatment based on defined assignment criteria, while collecting and recording crucial client information for Planners
• Support marketing strategies to attract, convert and retain new clients; provide insights/feedback to business partners on prospect’s desires, needs, and areas of concern
• Communicate effectively both verbally and in writing with Planners and other internal partners to share information about the prospect interaction

Requirements:

• Knowledge of key areas of Wealth Management solutions and services (retirement planning, investments, estate planning, insurance, and tax planning)
• Strong interpersonal and active listening skills; matches client’s style; able to build an environment where clients are comfortable to share personal financial information
• Ability to build strong initial client engagement in a phone-based environment & effectively explore sophisticated financial & personal topics
• Strong emotional intelligence; handles rejection well; ability to show compassion, care, and concern appropriately
• Exhibits excellent communication skills and phone presence while engaging with clients; shares information concisely and makes next steps clear
• Strong time management, organizational, and prioritization skills
• Uses systems effectively to meet client needs; ability to multitask between lead management, phone, computer, and SMS systems.

Additional Skills/Qualities

• Receptive to feedback; coachable; has a personal aim to improve performance
• Motivated to build a personal plan to accomplish work and achieve goals/objectives
• 3-5 years of financial services experience, experience in a virtual/phone-based sales environment preferred
• Desire to acquire Series 65 or 7/66 may be required for career advancement depending on role
• College degree preferred

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron’s,1 with 145 offices2 across the country and entrusted by more than 1.3 million clients to manage more than $242 billion in assets.3 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com.

© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

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Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com.

1 The Barron’s 2022 Top 100 RIA Firms list, a seven-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Compensation is paid for use and distribution of the rating. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.

2 Edelman Financial Engines data, as of Dec. 31, 2022.

3 Edelman Financial Engines data, as of Dec. 31, 2022.