Bilingual Investment Advisor (Spanish & English)

As an Investment Advisor on the Engagement Center team, you’ll demonstrate the value of our products, services, and reputation. By providing outstanding financial advice and a personalized client experience, you will increase client happiness, referrals, repeat business, and asset retention.

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.