NewBilingual Customer Service Representative – Spanish-English TTECBilingual Customer Service Representative – Spanish-EnglishLas Vegas, NVFull timeAs a Bilingual Customer Service Representative – Spanish-English working on site in Las Vegas, NV, you’ll be a part of bringing humanity to business. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in the United States says it all!
Bilingual Customer Service Representative TTECBilingual Customer Service RepresentativeLas Vegas, NVFull timeThis role is ideal for candidates with at least 6 months of customer service experience, strong communication skills, and the ability to navigate computer systems while solving problems with empathy. Join TTEC as a Bilingual Customer Service Representative in Las Vegas, NV, where you’ll deliver exceptional customer experiences and support customers in both English and Spanish.
Senior Warehouse Operations Supervisor - 1st Shift GXO Logistics IncSenior Warehouse Operations Supervisor - 1st ShiftNorth Las Vegas, NVOur greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work. As the Senior Warehouse Operations Supervisor, you will focus on building a culture that supports high employee morale and ensures company policies and procedures are met.
Insurance Customer Service Representative Bilingual (English/Spanish) (copy1) Kimenker Insurance Agency Inc.-Allstate AgencyInsurance Customer Service Representative Bilingual (English/Spanish) (copy1)Las Vegas, NV$17–$20 / hourAs a valued bilingual (English/Spanish) Insurance Customer Service Representative, you will have the opportunity to connect and assist a diverse clientele, utilizing your language skills to bridge communication gaps and provide superior service. If you are positive, bilingual, and enthusiastic about helping people protect their assets while growing within a reputable organization, then Kimenker Insurance Agency Inc.-Allstate Agency is the place for you.
NewClient Services Representative II Bilingual Spanish Bank of America CorpClient Services Representative II Bilingual SpanishLas Vegas, NV$25–$27.63 / hourHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role View transcript Close transcript [Music in background throughout] At Bank of America, I get to make a difference every day. On screen copy: Trained by the award-winning Academy at Bank of America On screen copy: The Academy at Bank of America Dedicated Support Dedicated Training Time Classroom Training I was set up for success from day one with the onboarding I received through the award-winning Academy at Bank of America.
Advisor Development Program - Financial Solutions Advisor Trainee: Pecos Financial Center, Bilingual Spanish required Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee: Pecos Financial Center, Bilingual Spanish requiredLas Vegas, NV$28.85–$33.65 / hourJob Description: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. 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.
Remote Bilingual (Spanish) Customer Service Account Representative Dan Barracliff - State Farm AgencyRemote Bilingual (Spanish) Customer Service Account RepresentativeLas Vegas, NEVADARemotep style="line-height:normal">Our Core Values are the backbone of our business and guide our hiring process: we are enthusiastic, disciplined, intentionally excellent, demonstrate extreme ownership, aligned, committed to our mission and possess a growth mindset that drives results and embraces the journey. We hire talent at all levels based on ability, drive, and character, and actively foster inclusion in every interaction: with our team, our customers, our candidates, and our business partners.
Bilingual (Spanish/English) Telemarketing/Sales Representative Flooring Center UsaBilingual (Spanish/English) Telemarketing/Sales RepresentativeLas Vegas, Nevadastrong>Half Price Flooring, Las Vegas's top flooring company, is looking for a motivated, results-oriented salesperson to join our team and help drive sales through phone outreach and customer engagement! Half Price Flooring is a trusted leader in the flooring industry, offering high-quality flooring products, including luxury vinyl planks (LVP), cabinets, countertops, and sinks, at unbeatable prices.Bilingual Spanish Outbound Phone Sales Advisor Tesla IncBilingual Spanish Outbound Phone Sales AdvisorLas Vegas, NVp>Tesla is looking for an onsite Bilingual Spanish Outbound Phone Sales Advisor to help us fulfill our mission of accelerating the world's transition to sustainable energy while creating lifelong customers. Act as the main point of contact for current Tesla owners navigating their lease end or trade-in journey to execute on all options including and beyond a new Tesla purchase.Client Relationship Consultant 2 (Banker) - North Las Vegas (38hrs) Bilingual Spanish and English U.S. BankClient Relationship Consultant 2 (Banker) - North Las Vegas (38hrs) Bilingual Spanish and EnglishLas Vegas, NevadaExperience in the financial services industry preferredThis role requires working from a U.S. Bank location for all scheduled work daysIf there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. - Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate trainingBilingual ability to read, write, and speak in business-level proficiency of Spanish language and EnglishPreferred Skills/Experience.
Bilingual Spanish Outbound Phone Sales Advisor Tesla IncBilingual Spanish Outbound Phone Sales AdvisorLas Vegas, NVp>Tesla is looking for an onsite Bilingual Spanish Outbound Phone Sales Advisor to help us fulfill our mission of accelerating the world's transition to sustainable energy while creating lifelong customers. Act as the main point of contact for current Tesla owners navigating their lease end or trade-in journey to execute on all options including and beyond a new Tesla purchase.
Client Relationship Consultant 2 (Banker) - North Las Vegas (38hrs) Bilingual Spanish and English U.S. BankClient Relationship Consultant 2 (Banker) - North Las Vegas (38hrs) Bilingual Spanish and EnglishLas Vegas, NevadaExperience in the financial services industry preferredThis role requires working from a U.S. Bank location for all scheduled work daysIf there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. - Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate trainingBilingual ability to read, write, and speak in business-level proficiency of Spanish language and EnglishPreferred Skills/Experience.
Bilingual Customer Service Representative - Spanish-English TTEC Holdings IncBilingual Customer Service Representative - Spanish-EnglishLas Vegas, NVp>What You Bring to the Role Bilingual in English and Spanish 6 months or more of customer services experience High school diploma or equivalent Recognize, apply and explain your product or service knowledge Computer experience. Whether it's getting answers for customers quickly, consulting on products with compassion or resolving their issues with a smile, you'll be the difference between their customer experience being just average or an exceptional one.
HVAC Comfort Advisor Bilingual/Spanish Plus YES! AIR CONDITIONING HEATING PLUMBING ELECTRICHVAC Comfort Advisor Bilingual/Spanish PlusLas Vegas, Nevada$100,000–$200,000 / yearp style="margin:0px">Join YES!/ARS, the nation’s largest provider of residential HVAC, plumbing, and electrical services with 7,000+ team members and over 45 years of experience. AIR CONDITIONING HEATING PLUMBING ELECTRIC Overview: Yes Air Conditioning & Plumbing, Servicing Las Vegas’s since 1971!.
Work from Home - Bilingual (Spanish) Senior Customer Service Coordinator - Collections Capital One Financial CorpWork from Home - Bilingual (Spanish) Senior Customer Service Coordinator - CollectionsLas Vegas, NVWork from Home - Bilingual (Spanish) Senior Customer Service Coordinator - Collections at Capital One.
Store Customer Service Specialist (Bilingual Spanish) Sherwin-Williams CoStore Customer Service Specialist (Bilingual Spanish)Las Vegas, NVThe wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company's customers, staff, employees, vendors, contractors, and the general public.
Bilingual Customer Service Roth Staffing CompaniesBilingual Customer ServiceLas Vegas, Nevada$21–$21 / hourTemp need until the end of September but could go to the end of year. Must be bilingual Spanish and recent medical scheduling experience.
Speech Language Pathologist (SLP) - Bilingual Spanish Remote All Care TherapiesSpeech Language Pathologist (SLP) - Bilingual Spanish RemoteLas Vegas, NVRemote$43–$56 / hourWe deliver skilled speech therapy services and interventions tailored to the unique needs of our clients with receptive and expressive language disorders, fluency, voice, and apraxia of speech. Our dedicated clinicians provide flexible, high-quality care that meets patients where they are, supporting recovery, enhancing communication, and driving meaningful, long-term outcomes.
Certified Occupational Therapy Assistant (COTA) - Bilingual Spanish Remote All Care TherapiesCertified Occupational Therapy Assistant (COTA) - Bilingual Spanish RemoteLas Vegas, NVRemote$41–$46 / hourul>Intervention: Provide remote occupational therapy services, including exercises, activities, and interventions to help patients achieve their goals and improve their functional abilities. You will collaborate with licensed Occupational Therapists to assess and implement appropriate treatment plans, monitor progress, and provide guidance to clients through virtual platforms.
Speech Language Pathology Assistant (SLPA) - Bilingual Spanish Remote All Care TherapiesSpeech Language Pathology Assistant (SLPA) - Bilingual Spanish RemoteLas Vegas, NVRemote$30–$46 / hourWe deliver skilled speech therapy services and interventions tailored to the unique needs of our clients with receptive and expressive language disorders, fluency, voice, and apraxia of speech. Our dedicated clinicians provide flexible, high-quality care that meets patients where they are, supporting recovery, enhancing communication, and driving meaningful, long-term outcomes.
Bilingual Customer Service Representative (Insurance Agency) Brianna Vetter- Farmers Insurance AgencyBilingual Customer Service Representative (Insurance Agency)LAS VEGAS, NV$18–$22 / hourOur award winning agency has experienced tremendous growth by delivering exceptional customer service, proactive account management, and personalized insurance solutions. We're looking for a bilingual Customer Service Representative who is passionate about helping people, thrives in a fast paced environment, and wants to build a long term career in the insurance industry.
Medical Assistant (Float) - Bilingual Spanish Required Astrana Health, Inc.Medical Assistant (Float) - Bilingual Spanish RequiredLas Vegas, California$19–$25 / hourdiv> Additional Information: The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change. Escort patients to exam rooms, interview patients, measure vital signs, including weight, blood pressure, pulse, temperature, and document all information in the patient's chart .
Store Associate - Part Time (Bilingual Spanish) Sherwin-Williams CoStore Associate - Part Time (Bilingual Spanish)Henderson, NVThe wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company's customers, staff, employees, vendors, contractors, and the general public.
HVAC Comfort Advisor Bilingual/Spanish Plus American Residential Services LLCHVAC Comfort Advisor Bilingual/Spanish PlusLas Vegas, NV$100,000–$200,000 / yearp>Join YES!/ARS, the nation's largest provider of residential HVAC, plumbing, and electrical services with 7,000+ team members and over 45 years of experience. You'll represent ARS in a consultative sales role with strong install support, fast turnaround, and industry-leading warranties.
Customer Service Representative / Sales Agent BILINGUAL ENG SPA Ivonne Welch Medicare PlansCustomer Service Representative / Sales Agent BILINGUAL ENG SPALas Vegas, NV$20–$22 / hourIvonne Welch Insurance Agency is seeking bilingual Customer Service Representatives who are interested in becoming a licensed Medicare Insurance Agent, to join our dedicated team. Industry specific training will be provided and will continue throughout employment with the goal of advancing hard working and motivated individuals into sales positions.
Customer Service Rep - Telephonic - BILINGUAL Eng & Spa Ivonne Welch Medicare PlansCustomer Service Rep - Telephonic - BILINGUAL Eng & SpaLas Vegas, NVWe are seeking motivated and professional Customer Service Representatives who have a strong work ethic, a positive attitude, and a desire to learn and grow within a stable and growing company. Minimum of 2 years of customer service experience in a telephonic or call center environment .
Client Relationship Consultant 2 (Banker) - North Las Vegas (38hrs) Bilingual Spanish and English U.S. BancorpClient Relationship Consultant 2 (Banker) - North Las Vegas (38hrs) Bilingual Spanish and EnglishLas Vegas, NV$20.25–$24.75 / hourStrong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Bilingual Customer Service Representative OnPoint CX Solutions LLCBilingual Customer Service RepresentativeLas Vegas, NVFull timep>This is a full-time, non-sales position ideal for individuals who enjoy helping others, solving problems, and providing excellent customer service. OnPoint CX Solutions provides customer care, sales, and support services for clients across multiple industries.
Bilingual Customer Service Representative OnPoint CX SolutionsBilingual Customer Service RepresentativeLas Vegas, Nevadap>This is a full-time, non-sales position ideal for individuals who enjoy helping others, solving problems, and providing excellent customer service. OnPoint CX Solutions provides customer care, sales, and support services for clients across multiple industries.
CAR SALES REPRESENTATIVE BILINGUAL (ENGLISH / SPANISH) Tricolor Auto Group, LLCCAR SALES REPRESENTATIVE BILINGUAL (ENGLISH / SPANISH)Las Vegas, NV$85,000–$200,000 / yearPlease apply if you have worked as a car sales representative, car dealership, auto sales, internet sales, retail sales, customer service, salesperson, salesman, saleswoman, automotive industry, social media, commission-based jobs, real estate, insurance, jewelry store Car Sales Representative Responsibilities Work in a high-energy and fast-paced environment Phone calls and Post on social media Car demonstrations and Test drives Educate customers about financing options Build relationships with customers Discover the place where your career can thrive, and your potential is limitless. We support our incredible team of more than 1000 employees to achieve all their goals and we empower them by focusing on continuous improvement, taking advantage of our technology and using it with the energy and passion that we are known by.
Medical Receptionist Bilingual Spanish WOMAN TO WOMAN GYNECOLOGY LLCMedical Receptionist Bilingual SpanishLas Vegas, NVComforts patients by anticipating patients’ anxieties, answering questions, informing of delays, and maintaining the reception area. Provide references and school transcripts with a minimum of 3.0 GPA (Minimum Education – High School Diploma).
Medical Lien Specialist (Spanish-English Bilingual) Pouya Mohajer M D LTDMedical Lien Specialist (Spanish-English Bilingual)Las Vegas, NVWe are seeking a proactive Lien Specialist to support personal injury patients throughout their treatment journey while coordinating with attorneys, providers, and billing teams. You will serve as a key point of coordination between patients, attorneys, providers, and internal departments to ensure cases move efficiently and accurately.
Sales Associate - Bilingual in Spanish Dandelion Payments IncSales Associate - Bilingual in SpanishNorth Las Vegas, NVp>Ria Money Transfer, a business segment of Euronet Worldwide, Inc. (NASDAQ: EEFT), delivers innovative financial services including fast, secure, and affordable global money transfers to millions of customers along with currency exchange, mobile top-up, bill payment and check cashing services, offering reliable omnichannel experience. Check out our website to learn more about the company at: http://www.riamoneytransfer.com/.
Bilingual Insurance Customer Service LVNV Auto InsuranceBilingual Insurance Customer ServiceLas Vegas, NV$14–$20 / hourIf you thrive on creating positive experiences and are eager to grow with a company that truly cares about its people and its customers, we encourage you to apply. In this role, you won't just be answering calls; you'll be building trust and providing peace of mind to our valued customers.
Medical Assistant - Bilingual Spanish WOMAN TO WOMAN GYNECOLOGY LLCMedical Assistant - Bilingual SpanishLas Vegas, NVYou will perform routine administrative and clinical assignments to keep the medical facility running smoothly. Escort patients to exam rooms and collect and document patient information.
Medical Assistant - Bilingual Spanish Required Astrana Health IncMedical Assistant - Bilingual Spanish RequiredLas Vegas, NVThis role will report to our Medical Office Manager/Site Administrator and enable us to continue to scale in the healthcare industry. We are currently seeking a highly motivated bilingual Medical Assistant to assist our medical providers.
Medical Assistant (Float) - Bilingual Spanish Required Astrana Health IncMedical Assistant (Float) - Bilingual Spanish RequiredLas Vegas, NVThis role will report to our Medical Office Manager/Site Administrator and enable us to continue to scale in the healthcare industry. We are currently seeking a highly motivated bilingual Medical Assistant to assist our medical providers.
Injury Law - Case Manager (Bi-lingual Spanish) GOLD MEDAL INJURY LAWInjury Law - Case Manager (Bi-lingual Spanish)Las Vegas, NVOur clients love us for our dedication, compassion, and results-driven approach, while our employees appreciate a supportive work environment that fosters growth and teamwork. Join GOLD MEDAL INJURY LAW as a Case Manager (Bi-lingual Spanish) and play a crucial role in supporting our clients through their injury claims.
Sales Associate | Bilingual in Spanish Ria Money Transfer (Dandelion)Sales Associate | Bilingual in SpanishNorth Las Vegas, NVFull timep>Ria Money Transfer, a business segment of Euronet Worldwide, Inc. (NASDAQ: EEFT), delivers innovative financial services including fast, secure, and affordable global money transfers to millions of customers along with currency exchange, mobile top-up, bill payment and check cashing services, offering reliable omnichannel experience. Check out our website to learn more about the company at: http://www.riamoneytransfer.com/.
Bilingual Customer Care Representative - WFH Nevada MEDICAL TRANSPORTATION MANAGEMENT, INC.Bilingual Customer Care Representative - WFH NevadaLas Vegas, NVRemoteThe Customer Care Representative will handle a variety of tasks which will increase in complexity as the Customer Care Representative's skills progress, but will consist primarily of handling inbound calls from Members, Clients and Facilities. We believe every passenger deserves personalized attention and exceptional care, and we're looking for passionate, driven individuals to help us deliver on that promise.
Medical Assistant (Float) - Bilingual Spanish Preferred Astrana Health IncMedical Assistant (Float) - Bilingual Spanish PreferredLas Vegas, NVOur passionate providers prioritize the wellness of each of our patients with the necessary tools and resources to improve the quality of life for all of our patients. The position supports both providers and patients through a variety of tasks related to patient care management, organization, and communication.
Customer Service Representative (Bilingual) TMX Finance Family of CompaniesCustomer Service Representative (Bilingual)Las Vegas, NVThe Community Choice Financial Family of Brands ("CCF" or the Company), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Youll play a pivotal role in our high-performance environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.
Medical Assistant - Bilingual Spanish Required Astrana Health, Inc.Medical Assistant - Bilingual Spanish RequiredLas Vegas, Nevada$19–$25 / hourli>Escort patients to exam rooms, interview patients, measure vital signs, including weight, blood pressure, pulse, temperature, and document all information in the patient's chart. Additional Information: The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.
Retail Sales Associate Spanish Bilingual Verizon Communications IncRetail Sales Associate Spanish BilingualLas Vegas, NV$16–$21 / hourFrom health and wellness benefit options including: medical, dental, vision, short and long term disability, basic life insurance, supplemental life insurance, AD&D insurance, identity theft protection, pet insurance and group home & auto insurance. Whether you're just starting out or have years of sales experience, you can earn $16.00 to $21.00 per hour in base pay, plus up to $18,000 a year in individual-based commissions if you hit all your sales goals.
Yard Associate - Bilingual Preferred (English/Spanish) SiteOne Landscape Supply IncYard Associate - Bilingual Preferred (English/Spanish)Las Vegas, NVWe pride ourselves on knowing our customers and their business better than anyone else and providing them with a one-stop shop of extensive inventory covering irrigation, lighting, turf and landscape maintenance, hardscapes, nursery, and pest control supplies. As a leading supplier of wholesale goods for green industry professionals, we have a long history of serving those who design, build, and maintain outdoor spaces - from lawns and gardens to golf courses, sport fields and more.
Bilingual English and Spanish Member Loyalty Representative Oportun, Inc.Bilingual English and Spanish Member Loyalty RepresentativeLas Vegas, NV$17–$19 / hourli>Conducting outreach efforts at local flea markets, community events, and at our Lending As A Service (LAAS) partner locations to increase awareness capture leads, and assist with starting applications; Actively engaging with people at and around Oportuns retail locations, encouraging store visits, and assisting with applications. Building relationships with local businesses (e.g., mechanic shops, dental offices, furniture stores) and speaking with local business owners and their employees about how Oportuns services can help their customers..
NewYard Associate - Bilingual Preferred (English/Spanish) SiteOne Landscape SupplyYard Associate - Bilingual Preferred (English/Spanish)Las Vegas, NevadaWe pride ourselves on knowing our customers and their business better than anyone else and providing them with a one-stop shop of extensive inventory covering irrigation, lighting, turf and landscape maintenance, hardscapes, nursery, and pest control supplies. As a leading supplier of wholesale goods for green industry professionals, we have a long history of serving those who design, build, and maintain outdoor spaces – from lawns and gardens to golf courses, sport fields and more.
P/T Bilingual Banking Customer Service Rep Roth Staffing CompaniesP/T Bilingual Banking Customer Service RepLas Vegas, Nevada$24.33–$27.27 / hourAs a Part-Time Bilingual Banking Customer Services Rep you will be responsible for developing, expanding and maintaining the banks relationship with members by gaining an understanding of their financial needs, cross-selling products and services that address those needs and providing a high-quality service experience. To succeed in this position, you must be able to satisfactorily perform common and uncommon occurrences of each of the following under general supervision from your manager: Actively engage members and establish a high-quality service environment by having a courteous and helpful attitude.
Spanish Bilingual Limited Service Customer Service Representative MaximusSpanish Bilingual Limited Service Customer Service RepresentativeLas Vegas, NVFull timeMaximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. - Strong computer skills, including the ability to navigate and work in multiple systems including but not limited to call center software programs, Microsoft office and other CRM tools.
Mobile Event Expert - Driving - Spanish Bilingual Preferred T-MobileMobile Event Expert - Driving - Spanish Bilingual PreferredLas Vegas, Nevadap style="text-align:inherit">At T-Mobile, employees in regular, non-temporary roles are eligible for an annual bonus or periodic sales incentive or bonus, based on their role. To learn about T-Mobile’s amazing benefits, check out www.t-mobilebenefits.com..
Mobile Event Expert - Driving - Spanish Bilingual Preferred T-Mobile US IncMobile Event Expert - Driving - Spanish Bilingual PreferredNorth Las Vegas, NV$20–$35.19 / hourTo find the pay range for this role based on hiring location, https://paylookup.t-mobile.com/paylookup?reqID=REQ353337¶dox=1. It involves engaging customers to understand their needs and recommending appropriate products and services while supporting sales associates.
Relationship Banker - Las Vegas South - Silverado - Spanish Required Bank of America CorpRelationship Banker - Las Vegas South - Silverado - Spanish RequiredLas Vegas, NV$25–$27.88 / hourThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.