Bilingual Financial Advisor
4 weeks ago
At NYL - Patrick Piscitelli, we're seeking a dedicated and results-driven individual to join our team as a Bilingual Financial Advisor. As a key member of our team, you'll have the opportunity to positively impact the financial well-being of individuals, families, and businesses in Bridgewater, MA.
About the RoleThis is a unique opportunity to leverage your bilingual skills and entrepreneurial mindset to drive success in the Latino community. As a Bilingual Financial Advisor, you'll be responsible for assisting clients with retirement planning, creating customized college savings plans, and providing business solutions.
Responsibilities- Assist clients with retirement planning and create customized college savings plans
- Provide business solutions and wealth management strategies
- Utilize digital tools for efficient work processes, including sales, prospecting, and marketing support
- Specialize in diverse areas, such as transitioning to a financial advisor with Eagle Strategies LLC
- Sales experience with an entrepreneurial mindset
- Excellent written and verbal communication skills
- A strong desire to assist families and businesses in excelling in life
- Demonstrated strong business acumen
- Maintaining a professional business demeanor at all times
- Perseverance in overcoming challenges
- Ability to engage the community and utilize personal networks and contacts effectively
At NYL - Patrick Piscitelli, we invest in our employees from the start, providing comprehensive training and career advancement opportunities. You'll have access to top-notch training, personalized assistance, and the possibility of earning industry certifications. Plus, we cover initial expenses for the first two years, giving you extra resources to launch your career.
As a Bilingual Financial Advisor, you'll have the opportunity to access sales incentives and pathways for career growth through trips. You'll also be part of a cohesive team of like-minded professionals who share your passion for making a positive impact in the Latino community.
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