Bilingual Investment Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Engage in business activities aimed at achieving or surpassing performance objectives for engagement center metrics, including opportunity generation, client enrollment, client retention, and customer survey ratings.

• Handle inbound and bilingual calls to assess financial objectives, identify needs and opportunities; provide consultative guidance to encourage action and support the attainment of the client’s personal financial aspirations.

• Showcase expertise in the company’s financial planning philosophy and methodology, products and services, investment strategies, and various elements of personal financial planning.

• Capable of interacting with clients over the phone and conducting goal-oriented discussions in both English and Spanish; resolving client issues accurately and efficiently.

• Effectively prioritize time, manage client inflows, and navigate processes while complying with a structured schedule within the engagement center.

⛳️ Requirements

• Bachelor's degree is mandatory and/or equivalent professional work experience.

• Bilingual; fluent in Spanish with the ability to converse with clients using Spanish financial terminology.

• Outstanding customer service experience coupled with a strong commitment to assisting individuals.

• Goal-oriented, with enthusiasm for engaging with clients over the phone to uncover their financial needs and provide guidance on their financial objectives.

• Proficiency and/or experience in utilizing computer-based tools for account management.

• Must hold a Series 65 or Series 66 securities license, or be willing to participate in our training program to obtain the Series 65 securities license within the first three months of employment.

🏝️ Benefits

• A discretionary bonus.

• Health, dental, and various wellness plans.

• 401(k) contributions.