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Bilingual Investment Advisor

NEXT Retirement Solutions

Bilingual Investment Advisor

Del Mar, CA +1 location
Full Time
Paid
  • Responsibilities

    Job Description

    Bilingual Investment Advisor - Series 7 - Not Sales

     

    BILINGUAL INVESTMENT ADVISOR - SERIES 7 POSITION OVERVIEW:

    We are looking for a Bilingual Investment Advisor - Series 7 to educate and advise our clients employees, or plan participants, through retirement investment education (401k benefits and options provided by their employer). The Bilingual Investment Advisor - Series 7 will be responsible for coordinating and providing enrollment and education meetings (virtual and in person) focused on encouraging employee participation in the retirement plan. The Bilingual Investment Advisor - Series 7 will conduct ongoing education sessions to reinforce the benefits of plan participation, focus on retirement readiness and increase participation in the established plans.

     

    BILINGUAL INVESTMENT ADVISOR - SERIES 7 POSITION REQUIREMENTS:

    License/Certification:

    • FINRA Series 6 or 7 required

    • Designations such as AIF and other Retirement Plan designations are a plus

    • Must obtain the required Federal and/or state licenses/registrations within the time period designated by the business unit. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position.

    Knowledge and Experience:

    • 3+ years' relevant experience conducting in-person group trainings focused on retirement planning required

    • Must have in-depth understanding of the retirement plan business and working knowledge of ERISA, recordkeeping and plan investments

    • Must have previous experience in the financial industry, specifically educating clients on retirement plans / 401k benefit options

    • Must have experience in retirement investment education training large groups and one-on-one (strong presentation and PowerPoint skills)

    • Proven experience as a Retirement Investment Educator, 401(k) Benefits Educator, Financial Advisor/Financial Representative, or similar role prior

    Skills/Competencies:

    • Bilingual in Spanish highly preferred

    • Excellent presentation/verbal and written communication skills

    • Proficient in using technology to present content/meetings

    • Proficient in Microsoft Office (Outlook, PowerPoint, Word, Excel) with working knowledge of project management tools and CRM platforms a plus (e.g. Salesforce)

    • A customer-oriented attitude and problem-solving aptitude

    • Ability to work well with a team and independently

    • BS/BA required; degree in Finance or a related field preferred

    Travel:

    • Requires 50%+ of time traveling across mostly California (largely San Diego, LA, and San Francisco metropolitan areas) and across the U.S. as needed

    • When not traveling, flexibility for in-office or home office as required

    • Office Location: 12651 High Bluff Dr, San Diego, CA 92130

     

    BILINGUAL INVESTMENT ADVISOR - SERIES 7 POSITION RESPONSIBILITIES:

    • Conduct both offsite in-person client office visits and virtual presentations to educate company employees about their retirement benefits through NEXT

    • Schedules and conducts initial enrollment meetings (large and small groups) aimed at educating plan sponsors and potential plan participants, focusing on the value of participating in their retirement plan

    • Delivers ongoing education and re-enrollment meetings to existing and potential plan participants

    • Works to educate plan participants on retirement readiness, ongoing through the various phases of their career, with a focus on increasing plan participation rates and deferral percentages

    • Designs new and modifies existing presentation material through PowerPoint and other methods to tailor the experience to the companys employee audience as needed

    • Edit and contribute to the financial education/training curriculum to match each clients employee participant group needs

    • Answers participant questions as needed

    • May work with financial planners to customize retirement plans based on participants needs

    • Collaborate with internal teams (financial planners, senior management, etc.) to address customers needs

    • May perform other duties as assigned

     

    ABOUT NEXT RETIREMENT SOLUTIONS:

    What's NEXT? The answer differs for all of us. Every company, organization and individual has their own unique goals, mission and vision for the future, but one common denominator is this - retirement is on everyone's radar.

    At Next Retirement Solutions, a branch of Raymond James Financial, you'll find a full team of retirement planning specialists, bringing a breadth of knowledge, services, technology and resources to help our customers employees be fully prepared for retirement - and all to come. NEXT Retirement Solutions serves clients from coast to coast, all across America. Prospective clients are no longer limited to choosing a retirement plan specialist simply based on geography.

    Website: http://nextretirementsolutions.com

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  • Locations
    Del Mar, CA • San Diego, CA