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Bilingual Investment Advisor: Spanish/English Guidance
Job in
Philadelphia, Philadelphia County, Pennsylvania, 19117, USA
Listed on 2026-07-10
Listing for:
Edelman Financial Engines, LLC
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Edelman Financial Engines (EFE) is seeking an Investment Advisor for the Engagement Center to deliver outstanding financial guidance and a personalized client experience that drives retention and referrals.
The role requires a bachelor’s degree, bilingual Spanish proficiency, and either a Series 65/66 license or commitment to earn one within 3 months; base pay ranges from $54,700 to $69,600 annually, with bonus and benefits available.
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