Current jobs related to Multilingual Financial Advisor - Santa Clara, California - New York Life Insurance Company - Santa Clara General Office


  • Santa Clara, California, United States Priority Financial Group Full time

    Job Title: Financial AdvisorPriority Financial Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals by providing expert advice on investment, insurance, and estate planning.Key Responsibilities:Conduct comprehensive...


  • Santa Clara, California, United States Priority Financial Group Full time

    Job Title: Financial AdvisorPriority Financial Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals by providing expert advice on investment, insurance, and estate planning.Key Responsibilities:Conduct comprehensive...


  • Santa Clara, California, United States Priority Financial Group Full time

    Job Title: Financial AdvisorPriority Financial Group is seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals by providing expert advice on investment, insurance, and estate planning.Key Responsibilities:Conduct comprehensive...


  • Santa Clara, California, United States Priority Financial Group Full time

    Financial Advisor Job DescriptionPriority Financial Group is seeking a high-quality, driven, and energetic Financial Advisor to work with one of our top credit union partners.The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning...

  • Financial Advisor

    2 weeks ago


    Santa Monica, California, United States Northwestern Mutual Santa Monica Full time

    Unlock Your Potential as a Financial AdvisorAre you a detail-oriented individual with a passion for helping others achieve their financial goals? We're seeking a talented Financial Advisor to join our team at Northwestern Mutual Santa Monica.Key Responsibilities:Develop and implement customized financial plans for clients based on their unique needs and...

  • Financial Advisor

    2 weeks ago


    Santa Monica, California, United States Northwestern Mutual Santa Monica Full time

    Unlock Your Potential as a Financial AdvisorAre you a detail-oriented individual with a passion for helping others achieve their financial goals? We're seeking a talented Financial Advisor to join our team at Northwestern Mutual Santa Monica.About the RoleAs a Financial Advisor, you will work closely with clients to understand their financial needs and...


  • Santa Clarita, California, United States Bank of America Full time

    Job DescriptionMerrill Financial Solutions Advisors play a critical role in helping high-net-worth clients achieve their financial goals. As a key member of our team, you will be responsible for identifying client needs, developing relationships, and providing tailored investment advice to help clients achieve their objectives.Key ResponsibilitiesProvide...


  • Santa Monica, California, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.We believe trust comes from transparency. Our...


  • Santa Clara, California, United States Bank of America Full time

    Job Title:Financial Solutions Advisor Registration Candidate - Consumer Investments - Greater Bay AreaJob Summary:We are seeking a highly motivated and results-driven Financial Solutions Advisor Registration Candidate to join our team in the Consumer Investments division. As a Financial Solutions Advisor, you will be responsible for providing exceptional...


  • Santa Clarita, California, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.Key Responsibilities:Provide tailored and...


  • Santa Clara, California, United States Grassi Investment Management Full time

    Job Title: Financial AdvisorGrassi Investment Management, a leading wealth management firm in the Silicon Valley, is seeking a seasoned Financial Advisor to join our team. The ideal candidate will have a strong background in marketing and sales, with a proven track record of building and maintaining relationships with high-net-worth individuals and...


  • Santa Barbara, California, United States Thrivent Financial Full time

    Thrivent Financial Advisor OpportunityMake a meaningful impact in the lives of others by providing holistic purpose-based financial advice as a Thrivent Financial Advisor. Enjoy the satisfaction of helping clients achieve their goals while having control over your income through commissions and incentives.Key Responsibilities:Build a financial practice...

  • Financial Advisor

    2 weeks ago


    Santa Barbara, California, United States Covenant Trust Company Full time

    Financial Advisor OpportunityCovenant Trust Company is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing holistic financial planning solutions to individuals and institutions.Key Responsibilities:Provide financial planning solutions to clientsDevelop and maintain client...


  • Santa Monica, California, United States Bank of America Full time

    Job Summary:Merrill Financial Solutions Advisors work with high-net worth clients to identify their financial needs and develop personalized investment strategies. This role is responsible for building relationships, reviewing investment goals, and preparing recommendations that align with clients' objectives.Key Responsibilities:- Leverage technology to...


  • Santa Clarita, California, United States Raymond James Financial Services Full time

    Financial Advisor Opportunity at Raymond James Independent Financial Services **About the Role** Raymond James Ltd., a leading independent investment dealer, is seeking a full-time Financial Advisor to join their team in Barrie, ON. As a Financial Advisor, you will be responsible for providing customized solutions to clients seeking wealth management...


  • Santa Clarita, California, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals help clients pursue their financial goals through personalized advice and guidance.We are seeking a...


  • Santa Clarita, California, United States Bank of America Full time

    Job Title: Merrill Financial Solutions AdvisorAs a Merrill Financial Solutions Advisor, you will play a critical role in helping high-net worth clients achieve their financial goals. You will work closely with clients to understand their needs, develop relationships, and provide personalized investment advice.Key Responsibilities:Provide tailored investment...

  • Financial Advisor

    6 days ago


    Santa Barbara, California, United States Covenant Trust Full time

    Financial Advisor - Legacy Planning ExpertCovenant Trust is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing holistic financial planning solutions to individuals and institutions.Key Responsibilities:Develop and implement comprehensive financial plans that meet the unique needs and goals of...

  • Service Advisor

    1 month ago


    Santa Clara, California, United States Tesla Full time

    Job Title: Service AdvisorTesla Motors is seeking a highly skilled Service Advisor to join our team. As a Service Advisor, you will be responsible for providing exceptional customer service, assessing technical issues, and ensuring that our customers receive the best possible experience.Responsibilities:Provide exceptional customer service by promptly...


  • Santa Clarita, California, United States Raymond James Financial Services Full time

    Join Raymond James Independent Financial Services in Barrie, ON, as a full-time Financial Advisor. Our company, one of Canada's leading independent investment dealers, offers high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs. As a successful Financial Advisor, you will have a minimum of...

Multilingual Financial Advisor

2 months ago


Santa Clara, California, United States New York Life Insurance Company - Santa Clara General Office Full time
Position Overview

Are you seeking a rewarding career that allows you to make a significant difference in people's lives? New York Life Insurance Company is currently in search of a Multilingual Financial Advisor.

Key Responsibilities
  • Contribute positively to the community by serving as a Multilingual Financial Advisor.
  • Enhance your leadership capabilities while progressing in the Financial Services sector.
  • Achieve a balanced work-life dynamic while managing your own schedule effectively.
  • Enjoy the potential for a substantial income along with long-term residual earnings.
  • Eligible candidates may have the opportunity for advancement to management positions within two years.
  • Receive comprehensive company-sponsored training, support, and assistance in obtaining necessary licenses.
Compensation

Annual Earnings: $108,888 at plan commission.

Qualifications
  • Fluency in English and proficiency in an additional language (e.g., Spanish, Korean, Hindi, Chinese, Tagalog, Vietnamese, etc.).
  • Demonstrates a commitment to long-term goals and an understanding of foundational concepts.
  • Enthusiastic, disciplined, and open-minded individual with a drive for success.
  • Strong interpersonal skills, excellent communication abilities, and a compassionate demeanor.
  • Self-motivated and receptive to coaching, with aspirations for career advancement.
  • Able to cultivate relationships and possess exceptional people skills.
  • Must hold a valid US passport, green card, or renewable EAD (F1 Visa - OPT - CPT candidates are not eligible).
  • Exhibits a caring attitude and a genuine desire to assist others.
About New York Life

New York Life is dedicated to providing financial security and peace of mind through our diverse range of insurance, annuity, and investment solutions. We prioritize integrity and humanity in all our interactions with clients and partners. Our commitment to long-term stewardship reflects our mission to be there for our policy owners when they need us the most.

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.