Investment Advisor, Bilingual

Colorado Psychiatric; Newburyport (MA); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Wellness plans

401(k) contributions

Discretionary bonus

Job summary

Edelman Financial Engines seeks an Investment Advisor for the Engagement Center to provide personalized financial advice and a high-quality client experience. You will help clients achieve financial goals, increase retention, and foster referrals through expert guidance and a compassionate, teacher-like approach.

The role requires a bachelor’s degree, bilingual English/Spanish capabilities, and a willingness to obtain the Series 65 license within 3 months.

Qualifications

• Bachelor’s degree required; finance-related preferred.
• Bilingual; fluent in Spanish to engage clients.
• Exceptional customer service experience and strong desire to help people.
• Goal driven; enjoy talking to clients over the phone to understand financial goals.
• Aptitude with computer-based account management tools.
• Possess the Series 65 or 66 securities license, or be willing to earn Series 65 within 3 months.

Responsibilities

• Conduct engagements to meet or exceed performance targets for engagement center metrics.
• Take inbound and bilingual calls to review financial goals and provide consultative mentorship.
• Demonstrate knowledge of Edelman Financial Engines products, services and strategies.
• Engage with clients over the phone and conduct goal-based conversations in English and Spanish.
• Manage time, client inflows and processes within the engagement center.

Skills

Bilingual Spanish

Customer service

Goal oriented

Account management tools

Education

Bachelor's degree

Tools

Series 65/66 licensing prep

Job description

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.

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com.

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
• discretionary bonus
• health
• dental
• other wellness plans
• 401(k) contributions