Bilingual Investment Advisor & Personal Finance Coach
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Edelman Financial Engines seeks an Investment Advisor for the Engagement Center to provide personalized financial advice and a high-quality client experience. You will help clients achieve financial goals, increase retention, and foster referrals through expert guidance and a compassionate, teacher-like approach.
The role requires a bachelor’s degree, bilingual English/Spanish capabilities, and a willingness to obtain the Series 65 license within 3 months.
The following position is for a Bilingual Investment Advisor & Personal Finance Coach with Careerwebsite.
For the Bilingual Investment Advisor & Personal Finance Coach position at Careerwebsite, we are reviewing applications now.
Step into the Bilingual Investment Advisor & Personal Finance Coach role at Careerwebsite in Newburyport, MA, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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