Bilingual Outbound Investment Advisor

Job Summary

A company is looking for an Outbound Investment Advisor - Bilingual.

Key Responsibilities

• Engage clients through marketing campaigns and outreach programs to encourage productive dialogue and increase client retention
• Conduct exploratory dialogues to identify client needs and present appropriate financial solutions
• Educate clients on financial, investment, debt management, and retirement planning strategies

Required Qualifications

• Bachelor's degree required and/or equivalent professional work experience
• Possess the Series 65 or Series 66 securities license
• Previous experience in a consultative sales role, preferably in an outbound call center
• Fluency in English and Spanish
• Results-oriented with a passion for advising clients on their financial goals