• Conduct focused and thorough assessments of patients with hypertension through virtual consultations including ordering diagnostics as needed, interpreting labs and imaging data, and developing a treatment plan in collaboration with the specialty care clinic team. • Formulate accurate diagnoses and develop individualized treatment plans for patients, including medication management, lifestyle modifications, and monitoring recommendations. • Mitigate the risk of cardiovascular disease by proactively initiating and managing statin therapy in persons with diabetes and/or cardiovascular disease • Collaborate with an interdisciplinary care team—including primary care providers, specialists, and Devoted team members such as pharmacy, social work, and health coaches—as well as family members and caregivers to coordinate holistic, patient-centered care, ensure continuity, and implement a collaborative care plan. • Serve as the clinical advisor and provide clinical escalation support for the specialty clinic staff and other teams during business hours. • Participate in regular panel review discussions to offer advice and provide guidance around medical management. • Utilize our home grown electronic health information system for visits while also providing feedback on how to improve the interface. • Maintain accurate and up-to-date patient medical records, ensuring compliance with relevant legal and ethical guidelines. • Participate in quality improvement initiatives and ongoing professional development to stay current on best practices and advancements in hypertension and atherosclerotic cardiovascular disease risk reduction. • Adhere to all relevant laws, regulations, and industry standards, including patient privacy and telehealth regulations.

• Deliver exceptional customer experiences through a natural conversation style • Educate on all IGS products and services that result in customer sales and retention • Navigate systems, procedures, and other resources to provide accurate and timely resolution to customer inquiries • Meet and exceed performance metrics, customer satisfaction, sales goals and service level goals • Provide follow up as needed on customer inquiries to ensure resolution satisfies our customers and meets all internal expectations • Conduct proactive consultative analysis to identify and act upon opportunities to up-sell and cross-sell customers • Demonstrates full understanding of current marketing programs and offerings; communicate clearly to the customers to assist them in making an informed decision • Achieves all customer experience and sales standards set for the department by following the established departmental goals, policies and procedures

Role Description As an Outbound Investment Advisor on the Advisor Center team, you’ll play a pivotal role by delivering financial strategies to help individuals achieve their goals. - Engages clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets. - Actively engages the client in exploratory dialogue to identify needs/wants and initiates financial goal-based conversations; presents appropriate financial solutions to support the achievement of client objectives. - Helps build the client relationship by serving as a knowledgeable resource for information and advice; handles interactions accurately & efficiently. - Educates client on financial, investment, debt management, and retirement planning strategies. - Works with high emotional intelligence, developing an unwavering environment of client trust. - Excels in a consistent, structured work environment. - Effective at time and prospect management; seeks to improve client contact rate and ensure that EFE campaigns are highly successful. Qualifications - Bachelor’s degree required and/or equivalent level of professional work experience. - Possess the Series 65 or Series 66 securities license. - Previous experience working in a consultative sales role; work in a call center preferably in an outbound capacity. - Fluency in English and Spanish. - Outstanding customer service experience. - Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client’s financial goals. Requirements - Edelman Financial Engines takes a market-based approach to pay. The expected total compensation range for this role nationally is $85,000 to $97,600. - This role is eligible for a quarterly performance based sales bonus. - Final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. - This role may also be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. - Your recruiter can share more about the specific benefits eligible for this role during the hiring process. Company Description 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. - Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30). - We support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. - 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.

Role Description As an Investment Advisor on the Engagement Center team, you’ll demonstrate the value of our products, services, and reputation. By providing outstanding financial advice and a personalized client experience, you will increase client happiness, referrals, repeat business, and asset retention. - 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 & bi-lingual calls to 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 in both English & Spanish; accurately & efficiently to resolve client issues. - Effectively manage time, client inflows and processes while adhering to a set schedule within the engagement center. Qualifications - Bachelor’s degree required and/or equivalent level of professional work experience. Prefer degree in Finance, Economics, Financial Planning, or related field. - Bilingual; Fluent in Spanish and able to converse with clients using Spanish financial acumen. - Exceptional customer service experience and strong desire to help people. - Goal driven, with a passion for talking to clients over the phone to uncover their financial needs and advise on client’s financial goals. - Aptitude and/or experience working with computer-based tools for account management. - Possess the Series 65 or Series 66 securities license, or be willing to go through our training program to earn the Series 65 securities license within the first 3 months of employment. Requirements - Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $54,700 - $69,600. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. - This role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Benefits - Your recruiter can share more about the specific benefits eligible for this role during the hiring process. Company Description 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. - Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30). - We support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. - 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.