Bilingual Retirement Planner

Job Summary

A company is looking for a Bilingual Retirement Planner to provide financial consultations and advice to plan participants.

Key Responsibilities

• Provide expertise on a range of financial topics to retirement plan participants
• Initiate inbound and outbound calls to increase assets under management and educate participants on financial solutions
• Develop and maintain positive relationships with participants while tracking account history and opportunities for future engagement

Required Qualifications

• Bachelor's degree or equivalent work experience
• 2+ years of customer service and/or outbound calls experience in financial services or the 401(k) industry
• FINRA Series 7, 63, and 65 registrations required
• Ability to speak Spanish fluently
• FINRA fingerprinting upon hire