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Bilingual Financial Advisor Jobs (NOW HIRING)

CEFCU

Financial Advisor - Peoria Region

Peoria, IL · On-site

$58K/yr

Within two years transitions to a Financial Advisor III. Provides the highest quality member ... * Bi-lingual, Spanish preferred * Strong knowledge of investment products, financial planning ...

CEFCU

Financial Advisor - Peoria Region

Peoria, IL · On-site

$58K/yr

Within two years transitions to a Financial Advisor III. Provides the highest quality member ... * Bi-lingual, Spanish preferred * Strong knowledge of investment products, financial planning ...

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How much do bilingual financial advisor jobs pay per year?

As of Aug 25, 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.

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What are the most commonly searched types of Bilingual Financial Advisor jobs?

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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 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Advisor Development Program - Financial Solutions Advisor Trainee - Capitol Hill Financial Center -

Bank of America

Oklahoma City, OK • On-site

Full-time

Re-posted 19 hours ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 531 frontline employees who took The Breakroom Quiz

51st of 172 rated banks

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Required skills:
  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
  • Communicates clearly and confidently with clients from all walks of life.
  • Works well with others and collaborates productively to get things done.
  • Can manage complexity, prioritize tasks and execute in a fast-paced environment.
  • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
  • Efficiently manages your time and capacity.
  • Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients.

Desired skills:
  • Strong computer skills with an ability to multitask in a demanding environment.
  • A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.
  • Bilingual Spanish Preferred

Shift:
1st shift (United States of America)
Hours Per Week:
40

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

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