Bilingual Financial Advisor

Galin Vinasco - State Farm Agency; Norcross (GA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Base salary with tiered commissions

Paid time off

Paid major holidays

Life insurance coverage

Career growth opportunities

Job summary

Gobravvo in Norcross, GA is seeking a Bilingual Financial Advisor (Spanish/English) to deliver holistic financial guidance and investment solutions to diverse clients. The position requires active Series 65, 6, or 63 licenses and a commitment to ethical, compliant service.

You will build long-term relationships, conduct needs analyses, and help clients plan retirement, protection, and wealth-building strategies.

Qualifications

• Bilingual English and Spanish required; strong advisory skills.
• Active Series 65, 6, and/or 63 licenses required.
• Experience in financial services or wealth management preferred.
• Willingness to obtain Property & Casualty and Life & Health licenses.
• Strong consultative sales and relationship-building skills.

Responsibilities

• Provide comprehensive financial guidance including retirement planning, investment products, and insurance solutions.
• Develop and maintain long-term relationships with clients to ensure ongoing support and satisfaction.
• Cross-sell financial services to existing insurance clients, expanding their portfolio of solutions.
• Generate new business through referrals, networking, and prospecting activities.
• Ensure compliance with FINRA and state regulations and meet production targets.

Skills

Bilingual Spanish/English

Sales excellence

Client relationships

Financial advisory

Financial planning

Job description

Bilingual Financial Advisor (Spanish/English) - Full-time

Join an established and reputable financial services agency as a Bilingual Financial Advisor, where your expertise in both financial planning and Spanish/English communication will help clients achieve their financial goals. As a financial advisor with active Series 65, 6, and/or 63 licenses, you will play a key role in providing investment-related services, insurance-based financial solutions, and holistic financial guidance to a diverse clientele. This full-time opportunity is ideal for a driven professional who thrives on helping individuals and families build, protect, and grow their financial futures while fostering long-term client relationships.

As a Bilingual Financial Advisor, you will be responsible for conducting comprehensive financial needs analysis, recommending suitable investment and insurance products, and maintaining an ongoing advisory relationship with clients. Your ability to communicate fluently in both Spanish and English will allow you to serve a broad range of clients, enhancing their understanding of complex financial concepts and helping them make informed decisions. The role requires not only technical knowledge and licensure but also strong interpersonal skills to establish trust and provide clear, effective advice.

We are seeking candidates who are self-motivated, goal-oriented, and passionate about financial education. The ideal Bilingual Financial Advisor will have experience in financial services, investment sales, insurance sales, or wealth management, and possess a thorough understanding of retirement planning, annuities, mutual funds, and other financial products. Familiarity with compliance standards and a commitment to upholding regulatory guidelines is essential in delivering ethical and reliable service.

Working as a Bilingual Financial Advisor offers the rewarding opportunity to impact the financial well‑being of your community, with access to growth opportunities in the financial services and insurance industry. You will be part of a supportive, client-focused team that values integrity, professionalism, and continuous learning. The agency’s culture fosters professional development while providing mentorship and resources to help you succeed in your role. Bilingual support is a core aspect of our team, empowering you to serve clients in both English and Spanish with confidence and clarity.

Bilingual Financial Advisor - Summary

• Serve as a trusted financial advisor for a diverse client base
• Utilize Spanish and English language skills to provide inclusive client service
• Deliver personalized investment and insurance-based financial solutions
• Maintain strong long-term client relationships
• Full-time position with growth opportunities in the financial services industry

Duties & Responsibilities

• Provide comprehensive financial guidance, including retirement planning, investment products, and insurance solutions
• Develop and maintain long-term relationships with clients to ensure ongoing support and satisfaction
• Conduct detailed financial needs analyses and recommend tailored products and strategies
• Cross-sell financial services to existing insurance clients, expanding their portfolio of solutions
• Generate new business through proactive referrals, networking, and prospecting activities
• Perform regular policy and account reviews as part of financial planning discussions
• Ensure compliance with FINRA and state insurance regulations at all times
• Consistently meet or exceed established production, sales, and revenue targets

Salary & Benefits

• Base salary with a competitive tiered commission program
• Paid time off (accrual after 90 days of employment)
• Paid major holidays (7 days)
• Life insurance coverage (after 90 days of employment)
• Opportunities for career growth and advancement within the financial services and insurance industry

Qualifications & Requirements

• Bilingual proficiency in English and Spanish is required
• Active Series 65, 6, and/or 63 license is required
• Property & Casualty and Life & Health licenses preferred, or willingness to obtain
• Experience in financial services, investment sales, insurance sales, or wealth management preferred
• Strong consultative sales and relationship-building skills
• Knowledge of retirement planning, annuities, mutual funds, and other financial products is a plus
• Self-motivated, goal-oriented, and professional demeanor
• Excellent communication and advisory skills

Ideal Candidate Snapshot

• Bilingual (Spanish/English) with a passion for financial education
• Licensed and experienced in financial advisory services
• Excellent relationship management and client service mindset
• Proven ability to meet production, sales, and revenue goals
• Committed to ethical practices and compliance
• Ambitious, self-driven, and eager to grow within the industry

Other Relevant Information

• Our agency is dedicated to helping individuals, families, and small businesses protect and grow their financial future through personalized financial and insurance solutions
• We prioritize clear guidance, tailored recommendations, and long-term relationships based on trust and integrity
• Serving a diverse community with a strong focus on bilingual (Spanish/English) support
• Professional development and growth are integral to our team culture