Bilingual Wealth Advisor and Education Consultant (Spanish)
Core
Provide bilingual (English/Spanish) client education, support, and lead generation for retirement plans and wealth management services.
Role type
Bilingual Wealth Advisor and Education Consultant
Builds
Client education programs, retirement plan support, and wealth management client conversion pipelines
Domain
Financial services / Retirement planning / Wealth management
Deliverable
client delivery | product features
Required skills
Spanish fluency, FINRA Series 7 licensing, retirement plan knowledge, financial education delivery, cross-selling, project management, Microsoft Office proficiency
Preferred skills
Experience in financial services, retirement plans, and investments, prior client presentation experience
Technologies
Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Responsibilities
Conduct client and participant education sessions via webinars, workshops, and one-on-one meetings; assist plan sponsors and participants with plan design and issue resolution; develop customized educational content; generate revenue by cross-selling and converting participants to wealth management clients; manage communication between clients and internal teams; track meeting activity and lead pipelines.
Seniority
Mid-level IC (2-5 years experience preferred)