Bilingual Investment Advisor

The role

You will provide financial advice and personalized client experiences on the Engagement Center team. You will take inbound bilingual calls to review financial goals and provide consultative mentorship.

What you will do

• Achieve or exceed performance targets for engagement center metrics.
• Take inbound and bilingual calls to review financial goals.
• Provide consultative mentorship to support client financial goals.
• Demonstrate knowledge of company financial planning philosophy, products, and investment strategies.
• Engage with clients over the phone in English and Spanish.
• Resolve client issues accurately and efficiently.
• Manage time, client inflows, and processes.

Required qualifications

• Bachelor’s degree required and/or equivalent level of professional work experience.
• Bilingual; Fluent in Spanish and able to converse with clients using Spanish financial acumen.
• Exceptional customer service experience.
• Goal driven with a passion for talking to clients over the phone.
• 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 earn the Series 65 within the first 3 months of employment.

Nice to have

• Degree in Finance, Economics, Financial Planning, or related field.

Benefits

• Discretionary bonus
• Health plans
• Dental plans
• Other wellness plans
• 401(k) contributions

About the company

Edelman Financial Engines has been committed to acting in the best interests of clients since 1986. The firm supports more than 1.27 million clients across 140+ offices nationwide.