Bilingual Appointment Setter (English/Spanish) - Financial Services
Guerra Wealth Advisors
Guerra Wealth Advisors in Miami, FL is seeking an Appointment Setter to engage warm leads, qualify prospects, and schedule appointments for our financial advisors. Ideal candidates have 1–3 years of phone sales experience, are bilingual in English/Spanish, and thrive in a performance-driven environment. The role features a base salary plus uncapped commission, with opportunities for bonuses and professional development. #J-18808-Ljbffr Guerra Wealth Advisors
- Istueta Roofing, a Miami-based roofing company, is seeking an Appointment Setter to manage inbound/outbound calls, qualify leads, and... ...least 1 year in call center or customer support, strong English and Spanish skills, and proficiency with CRM tools. #J-18808-Ljbffr...BilingualEnglish language skillsSpanish language skillsRemote job
- ...firm in Miami, seeks an Appointment Setter to work with firm-provided... ...appointments for financial advisors. The role emphasizes... ...opportunities to grow in financial services. The ideal candidate has... ...setting experience, is bilingual in English and Spanish, and is motivated by...BilingualEnglish language skillsSpanish language skills
- ...to join an established and growing financial services firm with significant operations in... ...opportunities for career growth. Fluency in English and Spanish preferred. Responsibilities:... ...of relevant experience ~ Active Series 7 ~ Bilingual (English/Spanish)...BilingualEnglish language skillsSpanish language skillsFull time
- ...experience with international/foreign accounts, financial services operations, KYC, or client onboarding and must be fluent in English and Spanish. Key Responsibilities Review and... ..., Legal, and other internal teams. ~ Bilingual English/Spanish required, including the...BilingualEnglish language skillsSpanish language skillsFull time
$75k - $80k
...known for its thoughtful approach to financial planning and deep, long-term client... ...closely with advisors on ongoing client service and planning needs \n Build... ...growing into greater client-facing responsibility \n Bilingual in English and Spanish preferred \n \n...BilingualEnglish language skillsSpanish language skills- ...Exciting opportunity to join an established and growing financial services firm with significant operations in Miami. This role will... ...: ~ Bachelors degree ~3+ years of relevant experience ~ Series 7 and CFA track preferred ~ Bilingual English/Spanish...BilingualEnglish language skillsSpanish language skillsFull time
$65k - $80k
...helping families achieve financial clarity and confidence. For... ...ve combined personalized service with comprehensive... ...Succeed." Role: The Appointment Setter is responsible for engaging... ...business development ~ Bilingual in English and Spanish required (verbal and written...BilingualEnglish language skillsSpanish language skillsBase plus commissionFull timeWork at officeWeekday work- Ocean Financial Services, a subsidiary of Ocean Bank, seeks a Financial Consultant to build long-term client relationships and deliver... ...of markets, products, and regulatory standards, with bilingual English/Spanish communication. The position is hybrid from Miami, FL, and...BilingualEnglish language skillsSpanish language skills
- ...individual will be responsible for performing in-depth financial analysis, assessing credit risk, and providing well-... ...analysis or underwriting experience in banking or financial services. ~ Bilingual - English & Spanish ~ Strong understanding of C&I or ABL Lending ~...BilingualEnglish language skillsSpanish language skillsFull time
- ...promotes the organization's banking services, recognizes sales opportunities, and... ...introductions to team specialists including financial center managers, relationship... ...skills in a fast-paced environment. Bilingual in English and Spanish, with the ability to communicate...BilingualEnglish language skillsSpanish language skillsWork experience placement
- ...to join an established and growing financial services firm with significant operations in... ...opportunities for career growth. Fluency in English and Spanish preferred. \n \n... ...relevant experience \n ~ Active Series 7\n ~ Bilingual (English/Spanish)\n \n...BilingualEnglish language skillsSpanish language skills
$60k - $85k
...Job Description Job Description Bilingual Client Accountant – English/Spanish Required South Miami, FL $60,000–$85,000 per year, depending... ...Friday | 9:00 AM–5:00 PM A growing accounting and financial services firm in South Miami is seeking an experienced...BilingualEnglish language skillsSpanish language skillsFull timeMonday to Friday- Dade County Federal Credit Union seeks a Financial Service Representative for its Walmart Garden branch in Miami Gardens. You will... ...years in financial sales, strong communication skills, and bilingual English/Spanish is highly desirable. #J-18808-Ljbffr Dade County...BilingualEnglish language skillsSpanish language skills
$70k - $100k
A financial services staffing firm in Miami is seeking a Client Services Associate to provide exceptional service to clients. The... ...will have a bachelor's degree in finance, be bilingual in English and Spanish, and possess strong communication skills. Responsibilities...BilingualEnglish language skillsSpanish language skillsFull time- ...Chief Financial Officer (CFO) About the Company Broker-dealer and RIA. Industry Financial Services Type Privately Held About the Role The Company is... ...environments is preferred, as is bilingual English and Spanish communication skills. The role demands...BilingualEnglish language skillsSpanish language skills
- Viamericas is a fast-growing cross-border payments and financial services company seeking a Talent Acquisition Manager to guide our... ...approach. The role requires 5+ years of full-cycle recruiting, bilingual English/Spanish, and strong experience with ATS/HRIS (Lever ATS...BilingualEnglish language skillsSpanish language skillsRemote job
- Business Development Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients, individuals in...BilingualEnglish language skillsSpanish language skillsWork experience placementLocal areaWork visa
$65k - $75k
...FL, United States About the Job Staff Accountant A Financial Service Company is a dynamic and growing financial services firm... ..., full cycle accounting, and financial reporting. ~ Bilingual- English/Spanish - Proficiency ~ Proficient in accounting software and...BilingualEnglish language skillsSpanish language skills- ...data, and create more efficient financial processes. Responsibilities... ...deadlines Banking or financial services industry experience strongly preferred... ...firm experience is a plus Bilingual English/Portuguese or English/Spanish Interested in a role that offers...BilingualEnglish language skillsSpanish language skills
- ...lead and grow the investment sales function within Ocean Financial Services and the Wealth Management Division. This role is... ...sales, operations, and management reporting.Preferences:Bilingual English/Spanish communication skills.Licenses/Certifications (required):...BilingualEnglish language skillsSpanish language skillsWork at office
- ...Business Development Directors provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams... ...KNOWLEDGE, and SKILLS: Education and/or Experience ~ Spanish fluency ~10+ years of work experience in a field...BilingualEnglish language skillsSpanish language skillsFull timeWork experience placementLocal areaWork visa
- A growing financial services organization is seeking an experienced Supervisory Principal to play a key role in supporting and overseeing... ...judgment, communication, and problem-solving skills Bilingual Spanish and English is required FINRA Series 7 and Series 24 required This...BilingualEnglish language skillsSpanish language skills
$70k - $90k
...that blends world-class financial expertise with a deeply personal... ..., and scheduling appointments for our financial advisors... ...phone sales preferred). ~ Bilingual in English and Spanish required (verbal and... ...mindset with a professional, service-focused attitude....BilingualEnglish language skillsSpanish language skillsBase plus commissionFull timeWork at officeWeekday work- ...Administration, Finance, International Business, Mechanical Engineering, or Industrial Engineering \\\\ Minimum of 5 years of experience \\\\ Strong finance background \\\\\\\ Fully bilingual (English and Spanish)\\\\ Willingness to work in person in Miami \\\\\ \\...BilingualEnglish language skillsSpanish language skillsFull time
- ...Automotive Group in Miami is seeking a Service Concierge to join our Business Development... ...communications to schedule service appointments and enhance retention. The role requires excellent communication, bilingual English/Spanish, a valid driver's license, and prior customer...BilingualEnglish language skillsSpanish language skills
$27 - $41 per hour
...dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations... ...customers to achieve positive financial outcomes while supporting Intuit's mission... ...accordance with Intuit's policies Bilingual (English/Spanish) communication skills are a plus...BilingualEnglish language skillsSpanish language skillsWork at officeLocal areaMonday to Friday- ...business by promoting banks products and services in accordance with the bank’s... ...payments and or renewals Provide financial services that satisfy personal and commercial... ...in International Banking. Bilingual English/Spanish required. Technical and/or Other Essential...BilingualEnglish language skillsSpanish language skillsWork experience placementImmediate start
$100k - $115k
...organization and play a key role in evaluating financial, operational, and compliance processes... ...and locations. Fluency in both English and Spanish is required. Responsibilities... ...internal audit experience required. Bilingual in English and Spanish required. Strong...BilingualEnglish language skillsSpanish language skills$100k - $250k
...Job Description Job Description LionRock Financial Services | Hallandale Beach, FL | On-Site 1099 Independent Contractor | Commission... ...licensing process before joining our sales team. Bilingual English/Spanish or English/Portuguese is a strong plus. Schedule...BilingualEnglish language skillsSpanish language skillsFor contractorsWork at officeWeekend work- ...Member Experience Representative Financial Services Contact Center We are seeking a bilingual Member Experience Representative with previous customer service... .... Required Qualifications ~ Bilingual English and Spanish required. ~ High school diploma or...BilingualEnglish language skillsSpanish language skills
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