Bilingual Outbound Investment Advisor

A company is looking for an Outbound Investment Advisor - Bilingual. Key Responsibilities Engage clients through marketing campaigns and outreach programs to encourage productive dialogue and increase client retention Conduct exploratory dialogues to identify client needs and present appropriate financial solutions Educate clients on financial, investment, debt management, and retirement planning strategies Required Qualifications Bachelor's degree required and/or equivalent professional work experience Possess the Series 65 or Series 66 securities license Previous experience in a consultative sales role, preferably in an outbound call center Fluency in English and Spanish Results-oriented with a passion for advising clients on their financial goals