Investment Advisor, Bilingual

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $55.3k - $76.1k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Empower

WebsiteLinkedInAll Job Openings

10,000+ employees

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Empower is a leading provider of financial services focused on helping individuals and organizations achieve financial freedom through retirement planning and investment management. Serving over 19 million Americans, Empower offers a comprehensive suite of finance-related services, including smart planning and investment advice, and tools like the Empower Personal Dashboard™ for a complete financial view. The company is renowned as a top retirement plan provider and works closely with personal investors, workplace plan savers, plan sponsors, and financial professionals. Empower is also recognized for initiatives in Diversity, Equity, Inclusion, and has a social commitment that bolsters community impact.

📋 Description

• Service individual clients and brokerage customers within taxable brokerage and IRA accounts • Enroll new clients • Conduct annual and mid-year reviews for existing clients • Provide direct best-interest investment advice to Premier IRA customers • Execute brokerage trades for IRA and taxable brokerage customers • Educate retail clients about advisory services and retirement-goal options • Understand clients’ financial goals and explain managed account offerings • Follow compliance, risk, policy, and regulatory requirements • Perform aspects of financial planning for customers • Identify client needs, leads, and referral opportunities for the Wealth Advisor Team • Drive new business opportunities • Deliver an efficient, responsive client experience through ownership, accurate information, and proactive follow-up

🎯 Requirements

• Bachelor’s degree or equivalent work experience • 4+ years of financial customer service experience • Fluent in Spanish • Brokerage and mutual fund trading experience • FINRA Series 7 and Series 63 and 65, or Series 66, registrations • FINRA fingerprinting required • Authorized to work for any employer in the U.S.; no employment visa sponsorship or takeover, including CPT/OPT • Strong written, verbal, and presentation skills • Retail, IRA, and/or 401(k) customer service experience • Reliable high-speed internet with a wired connection and fiber, cable, or DSL service • Home workspace with limited disruption

🏖️ Benefits

• Medical, dental, vision and life insurance • 401(k) plan with generous company matching contributions (up to 6%) • Financial advisory services • Potential company discretionary contribution • Broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment with the option to wear jeans • Generous paid time off upon hire • Paid time off program • Ten paid company holidays • Three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Paid parental leave • Paid short- and long-term disability • Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) • Flexible work environment • Reliable high-speed internet and wired connection; necessary computer equipment provided

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