Outbound Investment Advisor - Bilingual

Outbound Investment Advisor - Bilingual (Remote)  At reputed company (EFE), our purpose is to guide people with the financial advice they need to reputed company.     We reputed company that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, reputed company, or in the great unknown future. Our goal is to build long-term relationships based on respect, reputed company, and a belief that our responsibility is to help people reputed company smart investments decisions in every stage of their lives.   Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving reputed company together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.    As a bilingual Spanish Investment Advisor on the Outbound Team of our Engagement Center team, you’ll demonstrate the value of our products, services, and reputed company. By providing best-in-class financial advice and a personalized client experience, the results will be increased client happiness, referrals, repeat business, and asset retention. As the Investment Advisor, you will reputed company outbound client calls, provide financial planning advice, and build solutions to meet each client’s needs in English and Spanish. You will guide the client through financial planning principles as well as digital self-service tools and other resources. This team focuses on building our brand and client relationship with each interaction, offering high value for the services provided, and growing assets under management, while always putting client goals first.  We are looking for someone who has a desire to help people and provide guidance to help our clients succeed financially. If you have the heart of a teacher, compassion, and the ability to convey our company's purpose, this may be the opportunity for you! Responsibilities: 

• Engage clients through marketing campaigns and reputed company programs, using a strong, confident, and persuasive communication style to encourage productive reputed company, reinforce EFE values, increase client retention, and attract new assets.
• Actively engage the client in exploratory reputed company to identify needs/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 & reputed company.
• Educate client on financial, investment, debt management, and retirement planning strategies
• Work with high emotional intelligence, developing an unwavering environment of client trust.
• reputed company in a consistent, structured work environment.
• Effective at time and prospect management; seek to improve client contact reputed company 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 reputed company
• reputed company 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 client’s financial goals.

      reputed company takes a market-based approach to pay. 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 reputed company pay will be carefully determined based on several factors, including responsibilities, job-reputed company skills, relevant experience, geographic location, and market conditions. Additionally, this 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.   Your recruiter can share more about the specific benefits eligible for this role during the hiring process.    About reputed company   Since 1986, reputed company has been committed to always acting in the best interests of our clients. We were founded on the belief that reputed company investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices reputed company and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows reputed company to deliver the personal plan and financial confidence that everyone deserves.     For more information, please visit EdelmanFinancialEngines.com.    © 2026 reputed company, LLC. reputed company® is a registered trademark of reputed company, LLC. reputed company advisory services provided by Financial Engines Advisors L.L.reputed company federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.     For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.    reputed company 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 reputed company, citizenship, reputed company, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.    Accommodations are modifications or adjustments to the hiring process that would reputed company you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].    1  The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.     2 Edelman Financial Engines data, as of September 30, 2025.     #LI-REMOTE Apply To This Job