Bilingual Investment Advisor

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Edelman Financial Engines

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1987

💸 Finance

👥 B2C

🤝 B2B

💰 Private equity on 2021-04

Finance • B2C • B2B

Edelman Financial Engines is an independent, fiduciary wealth management and financial planning firm that provides comprehensive advice and investment management for individuals and employers. The company offers holistic services including financial planning, retirement planning, investment management (using data-driven models and personalized portfolios), tax and estate planning, insurance guidance, and employer workplace retirement solutions. As of December 31, 2025, Edelman Financial Engines reported about 1. 24 million clients, $326 billion in client assets under management, and roughly 146 locations, and emphasizes transparent fees and fiduciary guidance.

📋 Description

• 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.

🎯 Requirements

• Bachelor’s degree required and/or equivalent level of professional work experience • 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

• A discretionary bonus • Health, dental and other wellness plans • 401(k) contributions