ZipRecruiter

Log In

2

Remote Bilingual Financial Advisor Jobs (NOW HIRING)

TransPerfect

Remote Bilingual Interpreter

OR · Remote

This includes idiomatic expressions, specialized terminology (e.g., medical, legal, financial), and ... Four weeks of paid training (on-site or remote) covering interpretation techniques, note-taking ...

TransPerfect

Remote Bilingual Interpreter

OR · Remote

This includes idiomatic expressions, specialized terminology (e.g., medical, legal, financial), and ... Four weeks of paid training (on-site or remote) covering interpretation techniques, note-taking ...

TransPerfect

Remote Bilingual Interpreter

OR · Remote

This includes idiomatic expressions, specialized terminology (e.g., medical, legal, financial), and ... Four weeks of paid training (on-site or remote) covering interpretation techniques, note-taking ...

TransPerfect

Remote Bilingual Interpreter

OR · Remote

This includes idiomatic expressions, specialized terminology (e.g., medical, legal, financial), and ... Four weeks of paid training (on-site or remote) covering interpretation techniques, note-taking ...

TransPerfect

Remote Bilingual Interpreter

OR · Remote

This includes idiomatic expressions, specialized terminology (e.g., medical, legal, financial), and ... Four weeks of paid training (on-site or remote) covering interpretation techniques, note-taking ...

Wisepath Group

Financial Advisor (Fully Licensed)

Financial Advisor (Fully Licensed) - Build a High-Income Practice Wisepath Financial Group | Remote / Hybrid Monthly Base + Uncapped Commission | W-2 | Pre-Qualified Appointments Provided Tired of ...

Sourced.

Be Seen First

Financial Advisor Recruiter

Atlanta, GA · Remote

$100K - $160K/yr

In the Financial Advisor Recruiter role, you aren't just "filling seats"--you are the architect of ... Location - Atlanta, GA 30345 (Fully Remote) * Benefits - Health, Dental, Vision, and Life Insurance ...

Thrivent

Virtual Financial Advisor - Chicago

Chicago, IL · On-site +1

$23.80 - $26.45/hr

Virtual Financial Advisor - Remote Chicago, Illinois Bring your skills to a deeply purposeful, financially rewarding career Thrivent is more than a financial services company - we're a community that ...

next page

Showing results 1-20

All JobsRemote Bilingual Financial Advisor Jobs

Remote Bilingual Financial Advisor information

See salary details

$36K

$102.1K

$144K

How much do remote bilingual financial advisor jobs pay per year?

As of Jun 9, 2026, the average yearly pay for remote 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 the difference between Remote Bilingual Financial Advisor vs Remote Bilingual Financial Planner?

AspectRemote Bilingual Financial AdvisorRemote Bilingual Financial Planner
CertificationsFINRA Series 7, 66, or 65, CFP (optional)CFP, Series 7, 66 (often required)
Work EnvironmentClient consultations, investment management, financial advice via phone/videoComprehensive financial planning, detailed analysis, client meetings
Employer & Industry UsageFinancial advisory firms, banks, wealth management companiesFinancial planning firms, independent advisors, banks

Both roles involve providing financial guidance remotely and often require similar certifications. The main difference is that a Remote Bilingual Financial Advisor primarily offers investment advice and portfolio management, while a Remote Bilingual Financial Planner provides comprehensive financial planning services, including retirement, estate, and tax planning. Your choice depends on whether you prefer specialized investment advice or broader financial planning services.

What are some common challenges faced by Remote Bilingual Financial Advisors, and how can they be overcome?

Remote Bilingual Financial Advisors often navigate challenges such as building trust with clients virtually, managing time zone differences, and ensuring clear communication across multiple languages. Overcoming these challenges involves utilizing secure digital communication tools, setting clear expectations for availability, and continuously developing language skills to bridge cultural gaps. Advisors also benefit from participating in regular virtual team meetings and leveraging shared resources to stay connected and informed. Staying proactive in communication and seeking feedback from both clients and colleagues can greatly enhance the remote advisory experience.

What is a Remote Bilingual Financial Advisor?

A Remote Bilingual Financial Advisor is a finance professional who provides financial advice and planning services to clients in more than one language, working from a remote or virtual location. They help clients with investments, retirement planning, insurance, and other financial goals, communicating in the client's preferred language. This role combines financial expertise with language skills to serve diverse communities and clients who may feel more comfortable discussing finances in their native language.

What are the key skills and qualifications needed to thrive as a Remote Bilingual Financial Advisor, and why are they important?

To thrive as a Remote Bilingual Financial Advisor, you need strong analytical skills, financial planning expertise, and fluency in at least two languages, often supported by a bachelor's degree in finance or a related field and relevant certifications such as CFP or Series 7/66. Familiarity with CRM platforms, financial analysis software, and secure virtual communication tools is typically required. Exceptional interpersonal skills, cultural awareness, and the ability to build trust with clients remotely set top performers apart. These competencies are vital for effectively serving diverse clients, maintaining regulatory compliance, and fostering client relationships in a virtual environment.
More about Remote Bilingual Financial Advisor jobs
What cities are hiring for Remote Bilingual Financial Advisor jobs? Cities with the most Remote 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 Remote Bilingual Financial Advisor jobs? States with the most job openings for Remote Bilingual Financial Advisor jobs include:
What job categories do people searching Remote Bilingual Financial Advisor jobs look for? The top searched job categories for Remote Bilingual Financial Advisor jobs are:
Remote Bilingual Financial Advisor jobs near you
Infographic showing various Remote Bilingual Financial Advisor job openings in the United States as of June 2026, with employment types broken down into 75% Full Time, 23% Part Time, and 2% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Lead Financial Advisor

Lead Financial Advisor

One Degree Advisors

San Diego, CA • On-site, Remote

$120K - $170K/yr

Full-time

Medical, Retirement, PTO

Posted 2 days ago

Job description

One Degree Advisors is growing and looking for a Lead Financial Advisor who loves working with clients, building trusted relationships, and working as part of a collaborative advisory team.


The main responsibility of this position is to lead client relationships.


Essential Functions:

Wealth Advising

  • Conduct client meetings, including ongoing strategy meetings and new client onboarding
  • Oversee Financial Plan development, updates and presentation
  • Conduct Investment Advisory discussions with clients
  • Hold client discussions focused on personal and family objectives and vision
  • Serve as primary advisory contact for client correspondence.
  • Coordinate research, meeting preps & follow-up, and plan development with Advisory team
  • Lead planning projects for clients relating to tax, estate, insurance, and employee benefits
  • Contribute to the development of associate advisors
  • Stay updated and educated on relevant technology resources
  • Investmentportfolio construction
  • Basic investment trading


Firm Responsibilities

  • Marketing
    • Community Development
    • Networking
    • Contributing to educational content
  • New Business Development
  • Practice Management
    • Adhere to operational processes/procedures
    • Document notes and tasks within operational procedure
    • Cross train staff as needed
  • Client servicing and communication (where advisor is required)
  • Support and adhere to compliance practices
  • Assist with firm projects
  • Work toward firm goals and metrics
  • Strive to practice One Degree's Core Values: Fun, Respect, Alpha, Balance, Give



Qualifications:

Education/Certifications

  • Bachelor's degree
  • Certified Financial Planner (CFP) designation (CFA or CPA also considered)
  • Certified Kingdom Advisor designation (attained or willing to attain)
  • Kingdom Advisors study group participation
  • Future professional development, including continuing education and/or designations


Experience

  • 5+ years as Financial Planner/Investment Advisor or relevant experience


Knowledge, Skills, and Abilities

  • Ability to handle confidential and sensitive information
  • Ability to work in a team environment with a client-centric focus
  • Strong organizational and project management skills with ability to multi-task
  • Ability to establish appropriate timelines and manage multiple deadlines
  • Well-developed professional, interpersonal and communication skills
  • Able to work with minimal supervision
  • Knowledge and proficiency of PC applications, including MS Office
  • Specific or similar experience with FinTech applications: Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, Holistiplan


Compensation: $120,000 - $170,000+ (salary + bonus, depending on experience and expertise)
Benefits: 401(k) with match, health insurance, PTO (onedegreeadvisors.com/careers for more)
Location: In-office or hybrid preference; Remote based on experience or fit

Apply