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Bilingual Financial Advisor Jobs (NOW HIRING)

Commerce Bancshares

Financial Advisor

Chesterfield, MO · On-site

$50K/yr

For over 35 years, Commerce Financial Advisors has been working to help clients achieve their ... bilingual, or shift) that could be associated with the position or where it is filled. At Commerce ...

Commerce Bank

Financial Advisor

Peoria, IL · On-site

$50K/yr

Commerce Financial Advisors is a division of Commerce Bank. For over 35 years, Commerce Financial ... bilingual, or shift) that could be associated with the position or where it is filled. At Commerce ...

Commerce Bank

Financial Advisor

Kansas City, MO · On-site

$50K/yr

Commerce Financial Advisors is a division of Commerce Bank. For over 35 years, Commerce Financial ... bilingual, or shift) that could be associated with the position or where it is filled. At Commerce ...

The Misch Group

RIA Financial Advisor

Miami, FL · On-site

$90K - $500K/yr

RIA Financial Advisor Department: Insurance & Financial Services Employment Type: Full Time ... banks) * Multilingual skills (Spanish, Portuguese, French) * Previous experience at a major ...

The Misch Group

RIA Financial Advisor

Miami, FL

Position Overview: We're seeking experienced Financial Advisors who want full autonomy, the ability ... banks) * Multilingual skills (Spanish, Portuguese, French) * Previous experience at a major ...

MICHAEL SHIEH

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Financial Advisor Assistant (Mandarin/English Bilingual)

Irvine, CA · On-site

$24 - $26/hr

About This Role An independent financial advisory practice affiliated with an independent broker-dealer is seeking a Financial Advisor Assistant to support with day-to-day client service and office ...

MICHAEL SHIEH

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Financial Advisor Assistant (Mandarin/English Bilingual)

Irvine, CA · On-site

$24 - $26/hr

About This Role An independent financial advisory practice affiliated with an independent broker-dealer is seeking a Financial Advisor Assistant to support with day-to-day client service and office ...

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Bilingual Financial Advisor information

See salary details

$36K

$102.1K

$144K

How much do bilingual financial advisor jobs pay per year?

As of Aug 9, 2026, the average yearly pay for bilingual financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What is a bilingual financial advisor?

A Bilingual Financial Advisor helps clients manage their finances, create investment strategies, and plan for financial goals while communicating in multiple languages. They work with diverse clients to provide tailored financial advice, ensuring language is not a barrier to understanding financial options. This role requires expertise in financial planning, investment products, and regulatory compliance, along with strong communication skills in two or more languages.

What are the key skills and qualifications needed to thrive as a bilingual financial advisor?

To thrive as a Bilingual Financial Advisor, you need strong analytical skills, in-depth knowledge of financial products, and proficiency in at least two languages, typically supported by a relevant degree and industry licenses such as Series 7 or CFP certification. Competence with financial planning software, customer relationship management (CRM) systems, and financial modeling tools is essential. Exceptional communication, cultural sensitivity, and relationship-building abilities help advisors connect with diverse clients and establish trust. These skills ensure you can effectively guide clients from different backgrounds toward their financial goals while maintaining compliance and client satisfaction.

What are the main challenges bilingual financial advisors face in their daily work?

Bilingual Financial Advisors commonly face the challenge of communicating complex financial information clearly to clients who may have varying levels of financial literacy and language proficiency. They must also stay updated on regulatory requirements and adapt strategies for culturally diverse client needs. Balancing accurate, compliant advice with the ability to tailor solutions across language barriers can be demanding, but it also provides the opportunity to build strong client loyalty and trust. Advisors often collaborate closely with team members and other departments to ensure clients receive comprehensive service.

More about Bilingual Financial Advisor jobs
What cities are hiring for Bilingual Financial Advisor jobs? Cities with the most Bilingual Financial Advisor job openings:
What are the most commonly searched types of Bilingual Financial Advisor jobs? The most popular types of Bilingual Financial Advisor jobs are:
What states have the most Bilingual Financial Advisor jobs? States with the most job openings for Bilingual Financial Advisor jobs include:
What job categories do people searching Bilingual Financial Advisor jobs look for? The top searched job categories for Bilingual Financial Advisor jobs are:
Bilingual Financial Advisor jobs near you
Infographic showing various Bilingual Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor

New York Life Insurance Company - Santa Clara General Office

San Jose, CA

$118K/yr

Full-time

Posted 23 days ago

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$118,500+ annually at plan commission


Responsibilities:
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects

Qualifications:
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Must be authorized to work in the US — candidates must hold a US passport, green card, or regular renewable EAD. Note: We are unable to sponsor or contract with F1 Visa (OPT/CPT) holders at this time.
  • Bilingual in English and Korean is preferred



About Company

New York Life’s mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity. New York Life 51 Madison Ave, New York, NY

550 S. Winchester Blvd., Suite 405, San Jose, CA 95128

25 Metro Drive, Suite 300, San Jose, CA 95110