Bilingual Investment Advisor

We are looking for someone who has a desire to help people and provide strategies to help them succeed financially. If you have the heart of a teacher, kindness, and compassion, this may be the opportunity for you!

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. - Ability 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 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.