Bilingual Retirement Plan Advisor – West Coast

A leading financial services organization is seeking a Retirement Plan Advisor in Oakland, CA. This role involves helping individuals achieve financial freedom through presentations and consultations for defined contribution plans. The ideal candidate should have 3-5 years of relevant experience and be bilingual in Spanish. Duties include conducting meetings, managing stakeholder relations, and documenting client interactions in Salesforce. A competitive salary range of $79,400 to $112,175 is offered, alongside flexible work options. #J-18808-Ljbffr