Bilingual Field Associate

We are seeking an Associate to support client-focused work in financial services. The role centers on analyzing financial issues, educating clients, and recommending solutions to help them reach their goals.Key Responsibilities • Analyze client financial needs and identify gaps. • Educate clients on financial concepts and strategies. • Develop and recommend tailored solutions. • Maintain required industry knowledge through training and study. • Collaborate with colleagues to ensure quality client service.Requirements • Strong analytical and communication skills. • Professionalism, integrity, and ability to explain complex topics clearly. • Must invest in and obtain state-required licenses (training and guidance provided). • Associates degree preferred but not required.