Working student supporting editorial team at BurdaForward in health and finance topics. Involvement in content management, research, and distribution across platforms.
BA
Onsite Financial Solutions Advisor – Bilingual Spanish, Series 7, 66 required
Posted 5 days ago
About the role
- Financial Solutions Advisor providing holistic financial guidance to clients via phone-based platform while managing existing client relationships and accommodating their financial needs.
Responsibilities
- Provide clients with holistic financial advice and guidance via phone-based platform
- Assist clients by identifying broader product and service solutions for their financial needs
- Maintain existing U.S. client relationships and provide daily service and advice
- Work closely with internal team members to deepen client relationships
- Identify prospective clients and onboard new clients to the platform
Requirements
- Series 7 & 66 is required (or the equivalent 63 & 65)
- Minimum of 1-2 years financial advisory or investment sales experience
- Bilingual Spanish Proficiency required
- Must be flexible to work a standard shift M-F between the hours of 9am - 9pm est.
- Strong computer skills with an ability to multitask in a fast paced environment
- Bachelor's degree strongly preferred
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Remote work options
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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