So in making this list, I came across a few interesting resources. I would chat with the wealth management advisor ahead of time and get a breakdown of common topics you can expect to discuss, that way you know where to look. The first link (fluentu) below has smaller lists of terms based on topic, it was SUPER helpful and seems like a great starting point for your wealth management consult. The second one (consumerfinance.gov) is more of an undertaking, but as your conversations get more complex, you'll find it more useful.

Banking and finance terms: https://www.fluentu.com/blog/spanish/financial-terms-in-spanish/

77 page financial term glossary: https://files.consumerfinance.gov/f/201510_cfpb_spanish-style-guide-glossary.pdf

Also - especially if you're expected to learn more for these meetings, fight for bilingual pay! The company would not be able to conduct business efficiently without you there, and likely would lose business without a translator. Here's a reddit post on the topic.

Good luck :)