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Bilingual Investment Advisor – Inbound Client Guidance

Job in Dayton, Montgomery County, Ohio, 45444, USA
Listing for: Edelman Financial Engines
Full Time position
Listed on 2026-01-03
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A top financial advisory firm in Dayton is seeking a Bilingual Investment Advisor to provide personalized financial advice to clients in both English and Spanish. The ideal candidate will have a Bachelor's degree in Finance or related field, extensive customer service experience, and the ability to engage with clients effectively. Responsibilities include achieving engagement metrics, conducting consultative calls, and demonstrating financial planning knowledge.

This role offers a competitive salary and benefits, emphasizing client-first values.
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