Bilingual Financial Services Specialist

7 days ago


Dallas, Texas, United States Spartan Agency Group Full time
Job Summary

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Specialist. As a Bilingual Financial Services Specialist, your role is to assist clients in achieving their financial goals through personalized financial solutions and services.

Key Responsibilities
  • Conduct thorough financial assessments for clients to understand their goals, needs, and financial situations.
  • Provide personalized advice and recommendations on various financial products and services, such as investment options, retirement planning, insurance, and estate planning.
  • Stay informed about the latest financial products and services, such as investment options, retirement planning, insurance, and estate planning.
  • Educate clients on available financial solutions and help them make informed decisions based on their individual circumstances.
  • Build and maintain strong, trust-based relationships with clients through effective communication and responsiveness.
  • Address client concerns and inquiries promptly, ensuring a positive overall experience.
  • Identify opportunities for cross-selling financial products and services to meet clients' comprehensive needs.
  • Actively participate in business development activities to attract new clients and expand the client base.
Qualifications
  • Excellent Interpersonal and communication skills.
  • Detail-oriented with strong analytical and problem-solving abilities.
  • Leverage proven workflow and technology systems that produce highly efficient and effective results for clients and businesses.
Mandatory Qualifications
  • Must speak fluent Spanish, Filipino, Chinese, Indian (India) or Japanese.
  • Must speak fluent English.
  • Must pass a Federal Background Check (No Felonies).
  • Must have or be able to obtain a U.S. Social Security Number.
  • Must currently reside in the United States, Puerto Rico or Canada during the onboarding process.
  • Must be 18+ years old (This is a Federal Requirement).
  • Must be able to complete licensing requirements within 5-7 days.
  • Accountable with high level of integrity (critical in this regulated and customer-based industry).
Benefits
  • Ongoing training and professional development opportunities.
  • Collaborative and supportive work environment.
Location
  • We are 100% Remote - Work from Home: Zoom and Google are our primary platform for training and business.
  • Must be physically located in: United States (All States); Puerto Rico; Canada


  • Dallas, Texas, United States BOK Financial Full time

    About the RoleWe are seeking a highly skilled Client Service Specialist to join our team at BOK Financial. As a Client Service Specialist, you will play a critical role in providing exceptional service to our clients, ensuring that their needs are met and exceeded.Key ResponsibilitiesMaintain current client accounts, update registrations, and set up new...


  • Dallas, Texas, United States PNC Financial Services Group Full time

    Job OverviewPNC Financial Services Group is seeking a highly skilled and motivated individual to join our team as a Bilingual Personal Banker. As a key member of our Retail Branch Banking Network, you will play a critical role in strengthening customer relationships and identifying opportunities to improve their financial well-being.Key...


  • Dallas, Texas, United States Spartan Agency Group Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to fill the role of a Bilingual Financial Services Professional. As a key member of our team, you will play a crucial part in assisting clients in achieving their financial goals through personalized financial solutions and services.Key ResponsibilitiesConduct thorough financial...


  • Dallas, Texas, United States The Judge Group Full time

    The Judge Group is Partnered with a Food and Beverage Manufacturer in Dallas, TX that is Seeking a Financial Operations Specialist to Enhance Their Accounting and Administrative CapabilitiesThis role will have the following responsibilities: * Prepare and Post Journal Entries into General Ledger * Complete Monthly Balance Sheets * Accounts...

  • Financial Analyst

    2 weeks ago


    Dallas, Texas, United States AGM Tools Inc. Full time

    Accountant (Bilingual) Job DescriptionAGM Tools Inc. is seeking a highly skilled Accountant (Bilingual) to join our team. As a key member of our finance department, you will be responsible for preparing and maintaining accurate financial records, ensuring compliance with accounting standards, and providing financial insights to support business decisions.Key...


  • Dallas, Texas, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled and customer-focused individual to join our team as a Bilingual Personal Banker. As a key member of our Retail Branch Banking Network, you will play a critical role in strengthening customer relationships and driving sales growth.Key ResponsibilitiesCustomer Acquisition and Retention:...


  • Dallas, Texas, United States Spectrum Financial Group Full time

    Unlock Your Potential as a Financial AdvisorAre you a seasoned financial advisor looking to take your practice to the next level? Do you value innovation, flexibility, and a strong teaming model? We invite you to join Spectrum Financial Group, a forward-thinking firm that respects your experience and expertise.As a Financial Advisor at Spectrum Financial...


  • Dallas, Texas, United States Spectrum Financial Group Full time

    Unlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking to take your practice to the next level? Do you value innovation, flexibility, and a strong teaming model? We invite you to join Spectrum Financial Group, a forward-thinking partner that respects your experience and expertise.As a Financial Advisor at our firm, you'll...


  • Dallas, Texas, United States Stellantis Financial Services US Full time

    About Stellantis Financial ServicesWe are a leading provider of financial services for the automotive industry, with a strong focus on customer satisfaction and loyalty. Our team is dedicated to delivering exceptional service and support to our customers, and we are seeking a highly skilled and motivated individual to join our team as a Financial Services...


  • Dallas, Texas, United States ChildCareGroup Full time

    Job Title: Bilingual Customer Service SpecialistChildCareGroup is seeking a highly skilled and motivated Bilingual Customer Service Specialist to join our team. As a Bilingual Customer Service Specialist, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries, and resolving their issues in a timely...


  • Dallas, Texas, United States Global Financial Impact - Lorraine Emperador Full time

    Unlock Your Potential as a Financial ProfessionalAre you passionate about empowering individuals to take control of their financial futures? Do you thrive in an entrepreneurial environment where your success is directly linked to your efforts? If so, we invite you to explore a career as a Financial Professional with Global Financial Impact - Lorraine...


  • Dallas, Texas, United States BOK Financial Full time

    Job DescriptionThe Client Service Specialist is a key member of the financial services team, responsible for providing exceptional client service and support to financial consultants. This role involves maintaining current client accounts, updating registrations, and setting up new accounts. The ideal candidate will be highly organized, able to prioritize...

  • Financial Analyst

    3 weeks ago


    Dallas, Texas, United States AGM Tools Inc. Full time

    Accounting Professional (Bilingual)AGM Tools Inc. is seeking a highly skilled Accounting Professional to join our team. As a key member of our finance department, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Manage...


  • Dallas, Texas, United States BOK Financial Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Service Specialist to join our team. As a key member of our financial operations team, you will be responsible for providing exceptional support to our financial consultants, ensuring seamless client experiences, and contributing to the growth and success of our organization.Key...


  • Dallas, Texas, United States Biolife Plasma Services Full time

    About the RoleWe are seeking a highly skilled and compassionate Bilingual Medical Support Specialist to join our team at BioLife Plasma Services.As a Medical Support Specialist, you will play a critical role in ensuring the safety and well-being of our donors. Your primary responsibilities will include determining donor eligibility, managing donor adverse...


  • Dallas, Texas, United States PR Financial Full time

    About PR FinancialPR Financial is a leading provider of insurance solutions, dedicated to helping individuals and businesses achieve their financial goals. We are seeking a highly motivated and experienced Insurance Sales Agent to join our team.Key ResponsibilitiesDevelop new business opportunities by identifying and pursuing potential clientsWork closely...


  • Dallas, Texas, United States Spectrum Financial Group Full time

    About Spectrum Financial GroupWe are a full-service financial services firm dedicated to providing comprehensive investment advice to our clients. With decades of experience, we offer a wide range of financial solutions to investors in all stages of life.The OpportunityWe are seeking an entry-level Financial Advisor to join our growing team. As a Financial...


  • Dallas, Texas, United States Hilltop Holdings Full time

    About the RoleHilltopSecurities is seeking a highly skilled Financial Services Specialist to join our Wealth Management team. As a key member of our team, you will be responsible for ensuring a seamless transition of financial professionals to our organization.Key ResponsibilitiesWork closely with the Advisory Services Group and Insurance team to facilitate...


  • Dallas, Texas, United States Spectrum Financial Group Full time

    Unlock Your PotentialAre you ready to take control of your life and make a meaningful impact?As a Financial Services Professional with Spectrum Financial Group, you'll have the opportunity to build a successful business and help individuals, businesspeople, and families achieve financial stability and peace of mind.Our firm is built on a culture of...


  • Dallas, Texas, United States AGM Tools Inc. Full time

    **Job Summary:**AGM Tools Inc. is seeking a highly skilled Bilingual Accounting Professional to join our team as a Financial Operations Specialist. The ideal candidate will have a strong background in accounting and financial management, with excellent communication skills in both English and Spanish.**Key Responsibilities:**Manage and maintain accurate...