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Bilingual Financial Advisor

Sioux City Area, IA | Direct Hire

Job ID: 0027-008 Industry: Accounting/Finance Pay Rate: DOE - Base plus commission

Are you ready for a career change, which offers a flexible schedule, paid training, and a competitive base salary PLUS commission?  If this sounds like the perfect career for you, then Aventure Staffing has your next adventure in sight!  A well-established company is seeking a candidate who speaks both fluent English and Spanish to become a Bilingual Financial Advisor for their company.  This position will initially be Monday through Friday, 8:00 am to 5:00 pm during the licensing and training period.  Successful candidates will be have a potential client base in the South Sioux City area,  where they will communicate professionally, effectively, and comfortably during face to face sales and customer service.    

As a Financial Advisor some of the tasks you will be performing are, but not limited to the following:

  • Answer clients’ questions about the purposes and details of financial plans and strategies
  • Analyze financial information obtained from clients to determine strategies for meeting clients’ financial objectives
  • Manage client portfolios, keeping client plans up-to-date
  • Prepare or interpret for clients information such as investment performance reports, financial document summaries, or income projections
  • Recruit and maintain client bases
  • Monitor financial market trends to ensure that client plans are responsive
  • Recommend financial products, such as stocks, bonds, mutual funds, or insurance
  • Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients’ assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. 
  • Explain to clients the personal financial advisor’s responsibilities and the types of services to be provided

A full benefit package will be offered upon the successful licensing and training period.

Client is ready to hire!  Please send resume to Jordan at Jdicks@aventure.com.  

Requirements:

  • Candidates will need to receive their Life and Health insurance licenses for both Series 7 and 66 within the first two months of employment, followed by a shadow and training period.  The company will compensate the cost for both licenses.  Data entry
  • Excellent communication skills
  • Fluent in both English and Spanish
  • Goal Oriented
  • Reliable
  • Willing to learn new tasks and take on new responsibilities
  • Valid Driver’s License is required
  • Candidate must be insurable

Client is ready to hire!  Please apply on our website at www.aventure.com/apply. Have questions? Give us a call at 712-277-8103.  

EOE/AA Employer – Drug test and/or background check may be required

Sioux City Office/Professional Division

The Office/Professional Division in Sioux City concentrates on the placement of talented clerical, office support and professionals. Apply directly to the Sioux City Office/Professional Division by going to www.aventure.com and clicking "Apply Online".
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Jobs Apply Now October 17, 2014

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Corporate Office

  • 509 Douglas Street
  • PO Box 3124
  • Sioux City, IA 51102
  • T: 712-258-2453
  • F: 712-277-1512
  • staffing@aventure.com

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