Outbound Investment Advisor - Bilingual

Outbound Investment Advisor - Bilingual (Remote) We are looking for a bilingual Spanish Investment Advisor who will provide best‑in‑class financial advice and a personalized client experience on the Outbound Team of our Engagement Center, building solutions and relationships in both English and Spanish to increase client happiness, referrals, repeat business, and asset retention. Responsibilities Engage clients through marketing campaigns and outreach programs, using a strong, confident, and persuasive communication style to encourage productive dialogue, reinforce EFE values, increase client retention, and attract new assets. Actively engage the client in exploratory dialogue to identify needs and wants and initiate financial goal‑based conversations; present appropriate financial solutions to support the achievement of client objectives. Help build the client relationship by serving as a knowledgeable resource for information and advice; handle interactions accurately & efficiently. Educate client on financial, investment, debt management, and retirement planning strategies. Work with high emotional intelligence, developing an unwavering environment of client trust. Excel in a consistent, structured work environment. Be effective at time and prospect management; seek to improve client contact rate and ensure that EFE campaigns are highly successful. Requirements Bachelor’s degree required and/or equivalent level of professional work experience. Possess the Series 65 or Series 66 securities license. Previous experience working in a consultative sales role; work in a call center preferably in an outbound capacity. Fluency in English and Spanish. Outstanding customer service experience. Results‑oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on clients’ financial goals. Compensation and Benefits The expected total compensation range for this role nationally is $85,000 to $97,600. This role is eligible for a quarterly performance‑based sales bonus. Final base pay will be carefully determined based on responsibilities, job‑related skills, relevant experience, geographic location, and market conditions. Additionally, the role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status. #J-18808-Ljbffr