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Bilingual Financial Advisor

3 months ago

Santa Barbara, California, United States 5HM Hub International Texas Full time

Position Overview:

5HM Hub International Texas is a prominent insurance brokerage firm dedicated to delivering a comprehensive array of financial services. Recognized for its outstanding workplace culture, 5HM is committed to fostering employee growth and success.

Role: Financial Advisor

Key Responsibilities:

  • Facilitate client consultations to inform and engage employees regarding financial literacy tools
  • Attract, develop, and guide clients towards achieving their strategic financial goals
  • Build and sustain relationships with management, staff, and clients
  • Advocate for FinPath resources and solutions to qualified employees
  • Organize and lead workshops on various financial literacy subjects
  • Provide coaching to individuals through multiple communication channels
  • Maintain client records for performance analysis
  • Advise on strategies for employees and clients to meet their financial objectives
  • Encourage personal growth in relation to financial management

Qualifications:

  • Bilingual in English and Spanish
  • Preferred Bachelor's degree in finance or a related discipline
  • At least two years of relevant professional experience
  • Certification as a Credit/Personal Finance Counselor is preferred
  • AFC designation is a plus
  • Strong communication abilities
  • Proficient in Microsoft Office Suite and G-Suite

Work Hours:

Standard hours are Monday to Friday, 8:00 AM to 5:00 PM, with flexibility required based on program demands.

5HM Hub International Texas is dedicated to providing exceptional financial solutions and services to its clients. The firm launched HUB FinPath, a financial wellness initiative, to enhance client experiences.

If you are enthusiastic about empowering individuals to secure their financial futures and are eager to thrive in a vibrant industry, this role may align with your aspirations.

Compensation: Salary range is $50,000 to $65,000, commensurate with experience and qualifications.

Diversity Commitment:

5HM Hub International Texas is an equal opportunity employer that prioritizes diversity and inclusion within the workplace. We do not discriminate based on race, ethnicity, gender, disability, or any other protected characteristic. Join us in cultivating a diverse and inclusive work environment.