About this role
Bilingual Investment Advisor at Edelman Financial Engines, LLC. Location: United States. Role: providing advice, conducting calls, managing accounts Requirements: Bilingual Spanish/English, Bachelor’s degree or equivalent, Series 65 or 66 (or willingness to obtain Series 65 within 3 months), strong customer service and phone-based advisory skills, aptitude with account management tools. Category: Finance and Accounting Seniority: Entry Level Certifications: series 65, series 66 Commitment: Full Time Workplace: Remote Languages: English, Spanish