Bilingual Inbound Financial Advisor (Series 7)
Leeds Professional Resources
Leeds Professional Resources seeks a motivated Junior Financial Advisor to join our growing team in the United States. This role offers base pay plus bonuses/commission and inbound client opportunities through our broker-dealer platform, enabling you to focus on client relationships and financial guidance. You will educate clients on retirement planning, wealth management, and insurance while building lasting relationships and maintaining compliant client records. #J-18808-Ljbffr Leeds Professional Resources
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Bilingual Inbound Financial Advisor (Series 7) in Miami, FL vacancy
$17.27 - $21.93 per hour
...accurately and efficiently completing tasks in areas of registration, financial screening, verification, and patient throughput. This... ...and EMR applications, etc. Knowledge of medical terminology. Bilingual English, Spanish/Creole preferred. Minimum Required Experience...BilingualWork at officeWeekend work- Responsibilities Handles inbound inquiries from leads regarding Merrill offerings Positions... ...(s) as appropriate Serves as interim Financial Advisor, providing recommendation of investment... ...Requirements Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...SuggestedInterim role
- ...seeking a motivated, client-focused Junior Financial Advisor to join our growing team. This is an excellent... ...fluency in English and Spanish and a Series 7. Unlike many advisor positions, this role receives qualified inbound business through our broker-dealer platform...SuggestedBase plus commission
- About Us: BBVA Global Wealth Advisors, part of the BBVA Group, is an... ...to providing exceptional financial advice and investment management... ...Licenses & Certifications Series 65 or its equivalent ie: CFA... ...in a fast-paced environment. Bilingual abilities in Spanish (given the...BilingualWork at office
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible... ...services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently...SuggestedFull timeTemporary workDay shift
$22.99 per hour
...Fluent Bilingual Sales Career Opportunity This FULL-TIME Fluent Bilingual (English/Spanish... ...hours of operation is essential to 7:45am - 7pm Monday - Friday. Specific... ...encourage your career growth. Our Business Inbound Call Center Sales earn $22.99 per hour CAP...BilingualHourly payFull timeTemporary workLocal areaRelocation packageMonday to FridayWeekend workAfternoon shift- ...Are you a Certified Financial Planner (CFP®) looking to take the next step in your career... ...Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates... ...® designation required. ~ Series 7, 63, or 66 (or the ability to acquire...Remote work
Vanguard Group, Inc.
Miami, FL2 days ago $50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...Candidate qualifications: Series 7 and Series 66 required Experience in...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Miami, FL4 days ago- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a... ...state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive...
Thrivent Financial for Lutherans
Miami, FL15 hours ago $79k - $127k
...seek to perfect our craft of personalized financial planning with our team-based Roundtable... ...in Florida is looking for a Financial Advisor working as part of an advisory team to... ...designation required (CFP, CPA, MBA, etc.) ~ Series 7, 66 (BD/RIA) ~ Series 65 (RIA Only)...Full timeTemporary workWork at officeFlexible hoursWealth Enhancement Group
Miami, FL3 days ago- Guerra Wealth Advisors in Miami seeks a Financial Specialist to bridge prospects to future financial freedom. This Inside Sales role focuses on warm leads, relationship-building, and scheduling high-quality meetings for our advisors. Ideal for someone with 1-3 years in...Bilingual
- Guerra Wealth Advisors in Miami seeks a Financial Specialist to bridge prospects and their financial futures. This Inside Sales role offers warm leads, no cold calling, and a clear path to growth into an Advisor position. You will qualify prospects, schedule appointments...BilingualBase plus commission
$48k - $100k
...life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue... ...career as a Financial Advisor Required Skills: FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required...Work at officeShift workDay shift- ...objectives and risk tolerance to determine which financial strategies and solutions best meet the... ...strategic direction of the Financial Advisor team to increase assets under management... ...and related experience. FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses....Full timePart timeWork at officeShift workDay shift
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners... ...licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®) High level of...Work at officeFlexible hours
- ...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making... ...services recommended Required Qualifications Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently...Temporary workShift workDay shift
- ...Job Description Job Description A Miami-based financial services firm is seeking a bilingual Investment Advisor to manage an assigned portfolio of client... ...years of related experience. Active FINRA SIE, Series 7, and Series 66 required. Fluency in English and...Bilingual
Leeds Professional Resources
Miami, FL16 days ago $250k
...Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen... ..., and present product offers/financial solutions Understand and comply with Citibank... ...written and verbal communication skills Bilingual English/Spanish Speaking Preferred Education...BilingualFull time- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... .... Responsibilities: Handles inbound inquiries from leads regarding Merrill... ...Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$40k - $45k
...: Youth Prevention Specialist (Afterschool Programs) 10:30 am - 7:00 pm Reports to: Program Manager Employment Type: Full‑time,... ...tasks. Ability to manage time efficiently and meet deadlines. Bilingual in English/Spanish/Kreyol strongly preferred. Performing the duties...BilingualFull timeRemote work- ...to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)... ...Administrative Support: Answering inbound phone calls or making... ...and/or Experience: Bilingual Spanish/English High School... ...plus Willingness to obtain Series 7 (GS), and Series 66 (AG/RA)...BilingualWork at officeLocal area
- ...exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (... ...Administrative Support Answering inbound phone calls or making outbound calls with... ...(College degree preferred) Active Series 7 (GS) and Series 66 (AG/RA) or Series 6...BilingualWork at officeLocal area
- ...exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (... ...ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making outbound calls... ...High School Diploma/Equivalency Active Series 7 (GS), and Series 66 (AG/RA) or Series...BilingualWork at officeLocal area
- ..., to provide client service support for multiple Financial Advisors. The role requires a strong client-centric approach... .... The ideal candidate will possess FINRA SIE, Series 7, and 66 licenses, preferably being bilingual in Spanish. The opportunity invites 37.5 hours per...Bilingual
$250k
...WealthCompany: CitiThe Head of Wealth at Work Advisors, a senior leadership role, is... ...QualificationsExperience: 15+ years in wealth management/financial advisory, 5+ in leadership/supervisory... ...segmented client base.Licenses: FINRA Series 7, 66 (or 63/65), and 24 (or 9/10)...Full time- ...investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client... ...Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in... ...technology platformsDesired Qualifications:Bilingual SpanishHas experience working with clients...BilingualFull timeSeasonal workWork at officeWork from homeDay shift
- ...Overview The Financial Consultant in Ocean Financial Services is responsible for building and maintaining long-term relationships... ...client service is highly advantageous. Licenses FINRA Series 7 and Series 66 (or Series 65) licenses are mandatory. Life,...Work at office
Ocean Bank
Miami, FL2 days ago $2,221 per week
...days x 8 hours Contract Duration: 13 Weeks Start Date: 9/7/2026 About the Position Job Title: Physical Therapist... ...BLS certification Experience as a therapist Good team dynamics Bilingual (English/Spanish) preferred Flexible and adaptable to changes...BilingualFull timeContract workFlexible hoursShift workDay shiftCynet Health
Miami, FL1 day ago$70k - $90k
...Guerra Wealth Advisors At Guerra Wealth Advisors, we're on a mission... ...firm that blends world-class financial expertise with a deeply... ...phone sales preferred). ~ Bilingual in English and Spanish required... ...Sponsorship and support to obtain your Series 65 license (required within...BilingualBase plus commissionFull timeWork at officeWeekday workGuerra Wealth Advisors
Miami, FL1 day ago- ...investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client... ...Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in... ...technology platformsDesired Qualifications:Bilingual English and SpanishHas experience working...BilingualFull timeSeasonal workWork at officeWork from homeShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Bilingual Inbound Financial Advisor (Series 7). Be the first to apply!
Related searches
- financial advisor training program Miami, FL
- financial planning assistant Miami, FL
- entry level financial advisor Miami, FL
- estate planning consultant Miami, FL
- associate leveraged finance Miami, FL
- financial advisor development program Miami, FL
- financial advisor part time Miami, FL
- wealth advisor Miami, FL
- financial planner cfp Miami, FL
- financial consultant Miami, FL