Bilingual Financial Advisor
Location: NORCROSS, GA
Job Type: fulltime
Company: Galin Vinasco - State Farm Agency
Salary: $50000.0 - $100000.0 per year
Category: Insurance
Job Description Apply Now
Bilingual Financial Advisor (Spanish/English) – Full-time
Join an established and reputable financial services agency as a Bilingual Financial Advisor, where your expertise in both financial planning and Spanish/English communication will help clients achieve their financial goals. As a financial advisor with active Series 65, 6, and/or 63 licenses, you will play a key role in providing investment-related services, insurance-based financial solutions, and holistic financial guidance to a diverse clientele. This full-time opportunity is ideal for a driven professional who thrives on helping individuals and families build, protect, and grow their financial futures while fostering long-term client relationships.
As a Bilingual Financial Advisor, you will be responsible for conducting comprehensive financial needs analysis, recommending suitable investment and insurance products, and maintaining an ongoing advisory relationship with clients. Your ability to communicate fluently in both Spanish and English will allow you to serve a broad range of clients, enhancing their understanding of complex financial concepts and helping them make informed decisions. The role requires not only technical knowledge and licensure but also strong interpersonal skills to establish trust and provide clear, effective advice.
We are seeking candidates who are self-motivated, goal-oriented, and passionate about financial education. The ideal Bilingual Financial Advisor will have experience in financial services, investment sales, insurance sales, or wealth management, and possess a thorough understanding of retirement planning, annuities, mutual funds, and other financial products. Familiarity with compliance standards and a commitment to upholding regulatory guidelines is essential in delivering ethical and reliable service.
Working as a Bilingual Financial Advisor offers the rewarding opportunity to impact the financial well-being of your community, with access to growth opportunities in the financial services and insurance industry. You will be part of a supportive, client-focused team that values integrity, professionalism, and continuous learning. The agency’s culture fosters professional development while providing mentorship and resources to help you succeed in your role. Bilingual support is a core aspect of our team, empowering you to serve clients in both English and Spanish with confidence and clarity.
If you are ready to make a meaningful difference in the lives of clients and advance your career in a dynamic, growth-oriented environment, we encourage you to apply for the Bilingual Financial Advisor position today. Click the job application button to get started on your path to a fulfilling career in financial services.
Bilingual Financial Advisor - Summary- Serve as a trusted financial advisor for a diverse client base
- Utilize Spanish and English language skills to provide inclusive client service
- Deliver personalized investment and insurance-based financial solutions
- Maintain strong long-term client relationships
- Full-time position with growth opportunities in the financial services industry
- Provide comprehensive financial guidance, including retirement planning, investment products, and insurance solutions
- Develop and maintain long-term relationships with clients to ensure ongoing support and satisfaction
- Conduct detailed financial needs analyses and recommend tailored products and strategies
- Cross-sell financial services to existing insurance clients, expanding their portfolio of solutions
- Generate new business through proactive referrals, networking, and prospecting activities
- Perform regular policy and account reviews as part of financial planning discussions
- Ensure compliance with FINRA and state insurance regulations at all times
- Consistently meet or exceed established production, sales, and revenue targets
- Base salary with a competitive tiered commission program
- Paid time off (accrual after 90 days of employment)
- Paid major holidays (7 days)
- Life insurance coverage (after 90 days of employment)
- Opportunities for career growth and advancement within the financial services and insurance industry
- Bilingual proficiency in English and Spanish is required
- Active Series 65, 6, and/or 63 license is required
- Property & Casualty and Life & Health licenses preferred, or willingness to obtain
- Experience in financial services, investment sales, insurance sales, or wealth management preferred
- Strong consultative sales and relationship-building skills
- Knowledge of retirement planning, annuities, mutual funds, and other financial products is a plus
- Self-motivated, goal-oriented, and professional demeanor
- Excellent communication and advisory skills
- Bilingual (Spanish/English) with a passion for financial education
- Licensed and experienced in financial advisory services
- Excellent relationship management and client service mindset
- Proven ability to meet production, sales, and revenue goals
- Committed to ethical practices and compliance
- Ambitious, self-driven, and eager to grow within the industry
- Our agency is dedicated to helping individuals, families, and small businesses protect and grow their financial future through personalized financial and insurance solutions
- We prioritize clear guidance, tailored recommendations, and long-term relationships based on trust and integrity
- Serving a diverse community with a strong focus on bilingual (Spanish/English) support
- Professional development and growth are integral to our team culture
- Apply now by clicking the job application button to take the next step in your financial advisory career