Bilingual Wealth Advisor and Education Consultant (Spanish)
Core
Bilingual Wealth Advisor and Education Consultant providing dedicated on-site, virtual, and field support for retirement plans, conducting client education sessions, and solving problems proactively in both English and Spanish.
Role type
Bilingual Wealth Advisor and Education Consultant
Builds
Customized educational programs and content to maximize employee engagement with HUB
Domain
Financial services, retirement plans, and investments
Deliverable
product features
Required skills
FINRA Series 7 license, RIA affiliation licensing, bilingual Spanish speaking, financial education, retirement plan design, client relationship management, cross-selling, marketing, project management
Preferred skills
Bachelor's degree, 2-5 years experience in financial services/retirement plans/investments, prior experience presenting to clients, Microsoft Office proficiency
Technologies
Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Responsibilities
Conduct client and participant education sessions via one-on-one meetings, webinars, workshops, and benefit fairs; Provide financial education on retirement savings, Social Security, 401(k), IRAs, and 529 plans; Maintain relationships with clients, vendors, and partners; Review, organize, and process client paperwork; Generate revenue by cross-selling and converting clients to retail; Manage communication between clients and internal teams; Track meeting activity and wealth management lead pipeline.
Seniority
Mid-level, hands-on IC
