Bilingual Financial Planner

Overview

Are you a devoted individual looking to make an impact on the financial well-being of individuals, families, and businesses in the Brockton, MA area? This is more than just an ideal sales opportunity and a bright, rewarding career with prospects for professional growth. Your responsibility will involve advising clients on retirement planning and creating tailored strategies for college savings.

• Advise clients on retirement planning and create tailored strategies for college savings.
• Contribute to a sales process with access to training resources and marketing support to drive client engagement.
• Collaborate with a team of financial planners to provide integrated advisory services.

As a Bilingual Financial Planner, you will directly witness the lasting rewards of your efforts, both personally and professionally. At New York Life, you will learn from detailed training and clear career advancement paths to help you succeed. You will receive outstanding training, personalized support, and the chance to obtain industry certifications. New York Life will cover initial costs for the first two years, giving you an extra incentive as you start your career as a Financial Planner.

Bilingual Financial Planners receive sales bonuses and opportunities for career progression, including incentive trips. Make use of cutting-edge online resources for effective work processes, covering sales, lead generation, and marketing support. Enhance your expertise by transitioning to a financial Planner role with Eagle Strategies LLC, a company offering advisory services, wealth management strategies, and business solutions. Join a team of financial planners who provide combined assistance and pathways for growth.

Compensation: $70,000 - $90,000 at plan per year