Investment Advisor, Bilingual

Empower

. Service individual clients and brokerage customers within taxable brokerage and IRA accounts .

Posted 11/9/2026full-timeRemote • United StatesMid-LevelSenior💰 $55,300 - $76,075 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial customer service, providing tailored investment advice and executing brokerage trades while ensuring compliance with regulatory requirements. Proficient in client relationship management and fluent in Spanish to enhance client communication and service delivery.

Highest-signal resume keywords

Financial Customer Service ExperienceBrokerage And Mutual Fund TradingFINRA Series 7 RegistrationFINRA Series 63 RegistrationFluent In Spanish

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AdviceBrokerage TradesFinancial PlanningClient Needs IdentificationCompliance Requirements

Soft Skills

Strong Written SkillsStrong Verbal SkillsPresentation SkillsProactive Follow-UpClient Experience Management

Tools & Technologies

High-Speed InternetWired Connection

Certifications & Qualifications

FINRA Series 65 RegistrationFINRA Series 66 RegistrationFINRA Fingerprinting

Industry Keywords

IRA AccountsTaxable Brokerage AccountsRetail Clients401(k) Customer ServiceWealth Advisor Team

About the role

Key responsibilities & impact

Service individual clients and brokerage customers within taxable brokerage and IRA accounts
Enroll new clients
Conduct annual and mid-year reviews for existing clients
Provide direct best-interest investment advice to Premier IRA customers
Execute brokerage trades for IRA and taxable brokerage customers
Educate retail clients about advisory services and retirement-goal options
Understand clients’ financial goals and explain managed account offerings
Follow compliance, risk, policy, and regulatory requirements
Perform aspects of financial planning for customers
Identify client needs, leads, and referral opportunities for the Wealth Advisor Team
Drive new business opportunities
Deliver an efficient, responsive client experience through ownership, accurate information, and proactive follow-up

Requirements

What you’ll need

Bachelor’s degree or equivalent work experience
4+ years of financial customer service experience
Fluent in Spanish
Brokerage and mutual fund trading experience
FINRA Series 7 and Series 63 and 65, or Series 66, registrations
FINRA fingerprinting required
Authorized to work for any employer in the U.S.; no employment visa sponsorship or takeover, including CPT/OPT
Strong written, verbal, and presentation skills
Retail, IRA, and/or 401(k) customer service experience
Reliable high-speed internet with a wired connection and fiber, cable, or DSL service
Home workspace with limited disruption

Benefits

Comp & perks

Medical, dental, vision and life insurance
401(k) plan with generous company matching contributions (up to 6%)
Financial advisory services
Potential company discretionary contribution
Broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment with the option to wear jeans
Generous paid time off upon hire
Paid time off program
Ten paid company holidays
Three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Paid parental leave
Paid short- and long-term disability
Family and Medical Leave (FMLA)
Business Resource Groups (BRGs)
Flexible work environment
Reliable high-speed internet and wired connection; necessary computer equipment provided