Bilingual Investment Advisor; Spanish; Financial Coach
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant
Edelman Financial Engines seeks an Investment Advisor for the Engagement Center to deliver personalized financial planning and trusted advice. You will help clients reach goals, grow assets, and drive satisfaction through proactive, consultative conversations by phone.
The role emphasizes bilingual English/Spanish communication, strong client service, and a teaching mindset to empower clients toward financial success with our planning philosophy and products.
Our group is growing, and we are hiring a Bilingual Investment Advisor (Spanish) - Financial Coach in Newburyport, MA, United States.
All applications are reviewed carefully by our team.
The position is based in Newburyport, MA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 55.000 - 70.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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