Edelman Financial Engines · 1 day ago
Bilingual Inbound Investment Advisor
United States
Full-time
Remote
New Grad, Entry Level
$51K/yr - $68K/yrEdelman Financial Engines is a leading independent financial planning and investment advisory firm committed to acting in the best interests of clients. They are seeking a Bilingual Inbound Investment Advisor to provide outstanding financial advice and a personalized client experience, focusing on helping clients achieve their financial goals through consultative mentorship.
ConsultingFinancial ServicesPersonal FinanceRetirement
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
Qualification
Required
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
Benefits
Discretionary bonus
Health
Dental and other wellness plans
401(k) contributions
Company
Edelman Financial Engines
Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
Founded in 1986Boston, Massachusetts, USA
1001-5000 employees
H1B Sponsorship
Edelman Financial Engines has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (25)
2024 (32)
2023 (34)
2022 (46)
2021 (34)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Warburg Pincus
2021-03-15Private Equity
2012-04-16Acquired
Leadership Team
Ralph Haberli
Chief Executive Officer
David Goldberg
SVP, Chief Data and Analytics Officer
Recent News
2026-01-22
Company data provided by crunchbase