Bilingual Investment Advisor
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Job Summary
To support a growing client base, the full-time remote Bilingual Investment Advisor will service individual clients and brokerage customers, providing investment advice, conducting reviews, and enrolling new clients while adhering to compliance and risk procedures.
Key responsibilities
- Educate clients on available advisory services and assist in understanding retirement options
- Conduct annual and mid-year reviews for existing clients and execute brokerage trades
- Identify client needs and opportunities for referral to the Wealth Advisor Team
Required qualifications
- Bachelor's degree or equivalent work experience
- 4+ years of financial customer service experience
- Fluency in Spanish
- Brokerage and mutual fund trading experience
- FINRA Series 7 and Series 63 and 65, or Series 66, registrations
Complete Job Description
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