Bilingual Financial Planner

NYL - Patrick Piscitelli
• Bridgewater , MA , US

Posted a day ago

Are you a dedicated individual looking to make an impact on the financial well-being of individuals, families, and businesses in the Bridgewater MA area? This position offers more than just traditional sales opportunities and a bright, rewarding career with clever prospects for professional growth. Your main responsibility will involve advising clients on retirement planning and creating customized strategies for college savings.

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 covers initial costs for the first two years, giving you extra encouragement as you start your career.

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.

Are you a leader who has the following traits?

• Competitive
• Business-Minded
• Identify new sales opportunities
• Strong business skills
• Reach out to potential clients to learn their financial circumstances and goals
• Speak Spanish and/or Portuguese

If the answer is yes, consider becoming a Bilingual Financial Planner to drive a positive impact in the Latino community. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start. NYL will train you in skills such as marketing, customer relationship management, communication and providing you with a team and sales support for your success within our company.

• Excellent Leadership, written and verbal communication skills
• Assist families and businesses in excelling in life
• Perseverance in overcoming challenges is necessary
• Experience in the financial services industry and/or the insurance industry
• Help clients with decisions related to life insurance, mutual funds, and other financial products
• Background in people-oriented careers
• Background in teaching and coaching

$80,000 - $100,000 at plan per year

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long‑term success of the clients.