Bilingual Financial Advisor
$80k - $100kNYL - Patrick Piscitelli
Job Description
Job Description
At NYL - Patrick Piscitelli, being a Bilingual Financial Advisor means you'll play a crucial role in guiding individuals and families towards their financial aspirations. You'll provide personalized, practical advice, empowering them to make informed decisions. We're committed to your professional growth, offering career development opportunities and competitive compensation. Our supportive team culture ensures you feel part of a community that values your well-being and work-life balance.
Join us in a company known for its financial strength and stability. With our A++ Superior rating from A.M. Best, you'll be part of a legacy of trust and long-term success. Your work will be essential in maintaining this legacy, ensuring the needs of our policyholders are met with integrity and excellence. If you're ready to embark on a rewarding career in a dynamic and inclusive environment, we're excited to welcome you aboard. Compensation:$80,000- $100,000 at plan yearly
Responsibilities:- Guide clients in developing personalized financial plans that align with their goals and aspirations.
- Conduct thorough financial assessments to understand clients' needs and provide tailored advice.
- Build and maintain strong relationships with clients, ensuring trust and open communication.
- Stay informed about industry trends and regulatory changes to provide up-to-date advice.
- Collaborate with team members to develop innovative solutions that meet clients' evolving needs.
- Educate clients on financial products and services, empowering them to make informed decisions.
- Monitor clients' financial progress and adjust plans as needed to ensure continued success and satisfaction.
- Proven track record of providing personalized financial advice to diverse client bases.
- Experience in conducting comprehensive financial assessments and developing tailored plans.
- Ability to build and maintain strong, trusting relationships with clients.
- Fluency in both English and Spanish, enabling effective communication with a wider audience.
- Strong understanding of industry trends and regulatory changes to offer up-to-date advice.
- Ability to collaborate with team members to create innovative solutions for clients.
- Experience in educating clients on financial products and services to empower informed decision-making.
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.
Awards Accolades...
We’re proud of our financial strength.
- A++ Superior (A.M. Best)
- AAA Exceptionally Strong (Fitch)
- Aaa Exceptional (Moody’s)
- AA+ Very Strong (Standard Poor’s)
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Bilingual Financial Advisor in Bridgewater, MA vacancy
$60k - $200k
...Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity... ...create strong relationships with new clients as their trusted advisor • Help clients implement financial recommendations such as life...SuggestedFull timePart timeImmediate startNew York Life, Coelho Group — Bridgewater
Bridgewater, MA3 days ago$110k - $180k
...Life – Team Andrade | Bridgewater, MA Are you an experienced financial professional looking for an opportunity to grow your practice,... ...New York Life – Team Andrade is seeking experienced Financial Advisors who are motivated to take the next step in their careers. This...SuggestedNew York Life
Bridgewater, MA2 days ago$100k - $150k
...We are seeking motivated, relationship-driven professionals to join New York Life as Financial Professionals/Advisors. In this role, you’ll work directly with individuals, families, and business owners to understand their financial goals and develop strategies designed...SuggestedWork at officeNew York Life
Bridgewater, MA3 days ago- ...wealth management and investment products and services. The Merrill Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Role Specifics As a Merrill Advisor Development Program...SuggestedInterim roleLocal areaImmediate startShift workDay shift
- ...helping families and business owners plan for the future. The role focuses on understanding client goals, offering insurance and financial solutions, building a personal book of business, and benefiting from training, mentorship, and ongoing professional development to...Suggested
$28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Hourly payFull timeTemporary workWork at officeFlexible hoursDay shift$28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Hourly payFull timeTemporary workWork at officeDay shift- Recovery Solutions in Bridgewater, MA seeks a licensed Psychologist to provide individual and group psychotherapy, assessments, and treatment planning within a multidisciplinary team. You’ll lead therapy groups, contribute to professional education, and help advance quality...Bilingual
- The Center for Family Services in Bridgewater is looking for a bilingual Family Support Case Worker. This full-time role involves developing individual child case plans, assessing safety, and maintaining case files to support family unification for immigrant children. The...BilingualRemote jobFull timeRelocation package
- A community-based organization in Bridgewater seeks a dedicated Overnight Residential Counselor for its Juntos Program, focusing on assisting unaccompanied minor children. Responsibilities include providing daily support, coordinating activities, and ensuring the well-being...BilingualFull timeNight shift
- Center For Family Services is seeking an experienced bilingual Licensed Practical Nurse (LPN) for the Juntos Program. The Nurse will ensure health and safety of youth, prepare and implement comprehensive health plans, and coordinate healthcare while overseeing medication...BilingualRelocation package
- ...their safety and emotional well-being. The ideal candidate must have a High School Diploma, experience working with youth, and be bilingual in English and Spanish. Responsibilities include direct supervision, life skills education, and recreational activities. #J-18808...BilingualFull time
- Legend Biotech US is seeking a Carvykti Financial Analyst to join the Finance team in Bridgewater, MA. Candidates must possess strong analytical skills and the ability to prepare detailed financial reports and forecasts. This role involves collaborating closely with business...
$27 - $41 per hour
...Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering... ...in accordance with Intuit’s policies \n Bilingual (English/Spanish) communication skills are a plus...BilingualWork at officeLocal areaMonday to FridayIntuit
Mansfield, MA10 days ago- Nestlé Health Science is seeking a Senior FP&A Analyst to provide comprehensive FP&A support for the Holistic Health business unit, including brands like Nature's Bounty, GARD, Ester-C, Puritan's Pride, and Nuun. Reporting to the FP&A Director, you will collaborate with...Remote jobWork at office
$89.7k - $119.5k
MetLife is seeking a Financial Consultant to support the FP&A function for their Vision offering in Bridgewater, Massachusetts. The role involves developing budgets, analyzing financial data, and preparing presentations for senior management. Candidates should have a Bachelor...- Bausch & Lomb GmbH is seeking a Financial Analyst, Corporate FP&A in Bridgewater, Massachusetts. This pivotal role involves supporting key financial planning and analysis activities, ensuring accurate reporting, and collaborating with various stakeholders to deliver financial...
- Legend Biotech in Bridgewater, MA is seeking a Financial Analyst to support financial planning and analysis activities. This role requires strong analytical skills to handle complex financial data and collaborate closely with various business teams. The ideal candidate...
- Bausch + Lomb in Bridgewater, NJ, seeks a Financial Analyst to join the US FP&A team, providing strategic planning and analytical support for the US Pharmaceuticals division. The role involves expense management, month-end close, variance analysis, budgeting and forecasting...
$95k - $105k
Position Summary The Senior FP&A Analyst provides comprehensive Financial Planning & Analysis (FP&A) support for the Holistic Health business unit, including brands such as Nature’s Bounty, Osteo Bi-Flex, GARD, Ester-C, Puritan’s Pride, and Nuun. Reporting to the FP&A Director...Work experience placementFlexible hours- Nestlé Health Science is seeking a Senior FP&A Analyst to provide comprehensive FP&A support for the Holistic Health unit, covering brands like Nature’s Bounty and Nuun. The role reports to the FP&A Director and collaborates with Brand Finance Co-Pilots across Sales, Operations...Remote jobWork at office
- Nestlé Health Science in Massachusetts seeks a Senior FP&A Analyst to provide comprehensive FP&A support for the Holistic Health brands, including Nature’s Bounty and Ester-C. The role collaborates with Brand Finance Co-Pilots and cross-functional teams across Sales, Operations...
$89.7k - $119.5k
The Opportunity MetLife is seeking a talented Financial Consultant to join our team and play a critical role in supporting the Financial Planning & Analysis (FP&A) function for our Vision offering. The ideal candidate will collaborate with cross‑functional teams to deliver...Temporary workWork at officeLocal area3 days per week$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Rockland, MA5 days ago$60k
...Financial Advisor The Financial Advisor plays a crucial role in providing comprehensive financial guidance and investment advice to our valued clients. This expertise helps clients make informed decisions about their financial goals, investment strategies, retirement...Local areaFlexible hoursSouth Shore Bank
South Weymouth, MA5 days ago$48 per hour
...Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in...Full timePart timeImmediate startNew York Life Insurance Company
Bridgewater, MA1 day ago- ...hiring for Warehouse Part-Time Days associates, instore, and bilingual applicants are encouraged to apply.What's in It for You?AdvantagesThis... ...you like family.Access to comprehensive physical, mental, and financial benefits.Your Day at Lowe'sResponsibilitiesUnload trucks.Sort...BilingualPart timeLocal areaImmediate start
Phenom People
West Bridgewater, MA5 days ago - ...deliveries per day ~ Hospital setting ~ Ob and emergent Gyn procedures ~ High volume practice ~ Laparoscopic skills preferred ~ Bilingual preferred ~ Paid malpractice insurance; pre-paid travel and housing expenses ~ Assignment details and time entry in online...BilingualWeekly payFull timeLocumImmediate start
Weatherby Healthcare
Brockton, MA1 day ago - Legend Biotech is seeking a Carvykti Financial Analyst for the Finance team based in Bridgewater, NJ. This role supports FP&A activities, collaborates with business units, and helps drive strategic financial decisions with strong modeling and data analysis skills. The ideal...
$162.34k - $180.38k
...Type: Full-Time Status: Accepting Applications Details: Bilingual candidates encouraged to apply! Position Description... ...team members and their family to support physical, mental, and financial wellbeing, including: DailyPay Tuition Assistance...BilingualFull timeLocal areaRecovery Solutions
Bridgewater, MA5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Bilingual Financial Advisor. Be the first to apply!
Related searches
- financial advisor Bridgewater, MA
- financial associate Bridgewater, MA
- estate planning consultant Bridgewater, MA
- financial advisor associate Bridgewater, MA
- financial planning associate Bridgewater, MA
- financial planning assistant Bridgewater, MA
- finance associate Bridgewater, MA
- financial counselor Bridgewater, MA
- financial planning administrator Bridgewater, MA
- financial planner Bridgewater, MA