What are the responsibilities and job description for the Associate Wealth Advisor - Spanish Speaking position at GMRgold, Inc.?
Must Speak Spanish to be Considered
About Us:
American Standard Gold is a leading precious metals advisory firm specializing in providing investors with secure and reliable solutions for their precious metals portfolios. Our commitment to exceptional customer service and industry expertise has made us a trusted name in the market.
We are currently seeking a dedicated and knowledgeable Precious Metals IRA Specialist to join our team and help our clients achieve their financial goals.
Position Overview:
As a Precious Metals IRA Specialist, you will be responsible for guiding clients through the process of setting up and managing their Precious Metals Individual Retirement Accounts (IRAs). You will play a key role in educating clients on the benefits of diversifying their portfolios with precious metals and providing personalized advice to meet their unique investment needs. This position requires a strong understanding of financial markets, precious metals, and IRA regulations, along with excellent communication and sales skills.
Key Responsibilities:
- Client Consultation: Provide expert guidance to clients interested in adding precious metals to their IRAs. Assess their financial goals and risk tolerance to recommend appropriate investment strategies.
- IRA Setup and Management: Assist clients in setting up and managing their Precious Metals IRAs, ensuring compliance with IRS regulations and industry standards.
- Education and Awareness: Educate clients on the benefits and risks of investing in precious metals, including gold, silver, platinum, and palladium. Provide insights into market trends and economic factors affecting these assets.
- Sales and Business Development: Identify and develop new business opportunities by networking, attending industry events, and leveraging marketing initiatives. Build and maintain strong client relationships to drive sales growth.
- Documentation and Reporting: Ensure accurate and timely documentation of all transactions and client interactions. Provide regular reports and updates to clients on the performance of their investments.
- Compliance and Ethics: Adhere to all industry regulations and ethical standards. Maintain a high level of integrity and professionalism in all interactions.
Qualifications:
- Education: Bachelor's degree in finance, legal, business, economics, or a related field is nice to have. Relevant certifications (e.g., Series 7, Series 63, Certified Financial Planner) are a huge plus.
- Experience: Minimum of 2-5 years of experience in financial advisory, wealth management, or a related field. Prior experience with precious metals or alternative investments is highly desirable.
- Skills:
- Strong knowledge of financial markets, investment strategies, and retirement planning.
- Excellent communication and interpersonal skills, with the ability to explain complex concepts in a clear and concise manner.
- Proven sales and negotiation skills, with a track record of meeting or exceeding targets.
- Detail-oriented and organized, with the ability to manage multiple clients and transactions simultaneously.
- Technology: Proficiency in CRM software, Microsoft Office Suite, and financial analysis tools.
Benefits:
- Competitive salary and performance-based bonuses
- Comprehensive benefits package, including health, dental, and retirement plans
- Ongoing training and professional development opportunities
- A supportive and collaborative work environment
How to Apply:
If you are passionate about helping clients secure their financial future through precious metals investments, we want to hear from you. Please submit your resume and a cover letter detailing your qualifications and experience today.
Job Type: Full-time
Pay: $36,430.23 - $255,915.97 per year
Benefits:
- 401(k)
- Dental insurance
- Employee discount
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
Ability to Commute:
- The Woodlands, TX 77380 (Preferred)
Ability to Relocate:
- The Woodlands, TX 77380: Relocate before starting work (Preferred)
Work Location: In person
Salary : $36,430 - $255,916