Bilingual Investment Advisor

Job Description

Job Description

A Miami-based financial services firm is seeking a bilingual Investment Advisor to manage an assigned portfolio of client relationships. This sales-oriented role combines investment advice, portfolio review, trade execution, client service, and relationship development.

Responsibilities

• Cultivate and maintain strong, long-term relationships with assigned clients.
• Respond promptly to client requests and inquiries.
• Conduct regular portfolio reviews and make appropriate investment recommendations based on each client’s profile.
• Execute client trade orders accurately and efficiently.
• Contact clients as needed to update information and maintain accurate documentation.
• Ensure recommendations meet regulatory requirements for suitability and appropriateness.
• Monitor global market trends and economic conditions to identify investment opportunities and support sound risk management.
• Maintain comprehensive knowledge of the firm’s available products and investment strategies.
• Follow internal policies and applicable industry regulations.

Qualifications

• Bachelor’s degree in Business Administration, Finance, or a related field required.
• Minimum of three years of related experience.
• Active FINRA SIE, Series 7, and Series 66 required.
• Fluency in English and Spanish required.
• NetX360 experience required.
• Experience providing investment advice directly to clients.
• Knowledge of investment products and financial markets.
• Strong client-service, relationship-development, analytical, and organizational skills.
• Ability to work independently and perform effectively under pressure.
• Insurance license is a plus.

Step into an advisory role with an established client portfolio and compensation that rewards production. Submit your resume today!