Bilingual Financial Services Professional (Finance)

TL;DR

Bilingual Financial Services Professional (Finance): Building a financial practice to guide clients toward financial clarity and generosity with an accent on serving the Latino community. Focus on providing actionable financial advice and developing long-term relationships based on trust and faith.

Location: Must be based in Houston, TX

Company

A Fortune 500, not-for-profit financial services organization serving over 2.4 million clients through advice, insurance, and investments.

What you will do

• Build and manage a financial practice guiding clients toward financial clarity and empowerment.
• Provide personal, actionable advice and connect clients to specific financial products and programs.
• Develop long-term, trust-based relationships within the Latino community across generations.
• Generate appointments by leveraging professional networks and delivering financial workshops.
• Collaborate with organizational specialists in marketing, technology, and business development.

Requirements

• Bachelor’s degree or equivalent professional experience.
• Attainment of FINRA SIE, life and health licenses prior to contracting.
• Satisfactory background check, fingerprinting, and securities registration.
• Bilingual proficiency to effectively serve the Latino community.

Culture & Benefits

• Unlimited earning potential through base commissions, bonuses, and recurring revenue streams.
• Comprehensive health package including medical, dental, and vision insurance.
• Financial security via Pension and 401(k) plans.
• Ongoing professional growth support and specialized training.
• Well-being programs and a gift matching program for eligible nonprofit organizations.