Bilingual Investment Advisor

Responsibilities

• Conduct business with the goal of achieving/exceeding performance targets for engagement center metrics: opportunity generation, client enrollment, client retention, and customer survey scores.
• Take inbound & bi-lingual calls to review financial goals to uncover needs and opportunities; provide consultative mentorship to empower action and support achievement of the client’s personal financial goals.
• Demonstrate knowledge of the company financial planning philosophy and approach, products and services, investment strategies, and other aspects of personal financial planning.
• Able to engage with clients over the phone & conduct goal-based conversations in both English & Spanish; accurately & efficiently to resolve client issues.
• Effectively manage time, client inflows and processes while adhering to a set schedule within the engagement center.

Requirements

• Bachelor’s degree required and/or equivalent level of professional work experience. Prefer degree in Finance, Economics, Financial Planning, or related field.
• Bilingual; Fluent in Spanish and able to converse with clients using Spanish financial acumen.
• Exceptional customer service experience and strong desire to help people.
• Goal driven, with a passion for talking to clients over the phone to uncover their financial needs and advise on client’s financial goals.
• 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 go through our training program to earn the Series 65 securities license within the first 3 months of employment.

Pay

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $54,700 - $69,600. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.