Investment Advisor, Bilingual

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

📋 Description

• Serve individual clients as well as brokerage customers within taxable brokerage and IRA accounts.

• Onboard new clients.

• Perform annual and mid-year reviews for current clients.

• Offer direct, best-interest investment guidance to Premier IRA customers.

• Execute brokerage trades for both IRA and taxable brokerage customers.

• Educate retail clients on advisory services and retirement goal options.

• Comprehend clients’ financial objectives and clarify managed account offerings.

• Adhere to compliance, risk, policy, and regulatory standards.

• Conduct financial planning aspects for clients.

• Identify client needs, leads, and referral opportunities for the Wealth Advisor Team.

• Foster new business opportunities.

• Provide a seamless, responsive client experience through ownership, accurate information, and proactive follow-up.

⛳️ Requirements

• Bachelor’s degree or equivalent professional experience.

• More than 4 years of experience in financial customer service.

• Proficient in Spanish.

• Experience in brokerage and mutual fund trading.

• Possession of FINRA Series 7 and Series 63 and 65, or Series 66 registrations.

• FINRA fingerprinting is mandatory.

• Authorized to work for any employer in the U.S.; no employment visa sponsorship or takeover, including CPT/OPT.

• Excellent written, verbal, and presentation abilities.

• Experience in retail, IRA, and/or 401(k) customer service.

• Access to reliable high-speed internet with a wired connection and fiber, cable, or DSL service.

• A home workspace with minimal disruption.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• 401(k) plan with generous company matching contributions (up to 6%).

• Financial advisory services.

• Potential for company discretionary contributions.

• Extensive investment options.

• Tuition reimbursement up to $5,250 per year.

• Business-casual work environment with the option to wear jeans.

• Generous paid time off from the date of hire.

• Paid time off program.

• Ten paid company holidays.

• Three floating holidays each calendar year.

• Paid volunteer hours — 16 hours per calendar year.

• Paid parental leave.

• Paid short- and long-term disability coverage.

• Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs).

• Flexible work environment.

• Reliable high-speed internet and wired connection; necessary computer equipment provided.