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Entry Level Bilingual Financial Advisor Jobs (NOW HIRING)

Bankers Life

Entry Level Financial Advisor

Jackson, MI · On-site

As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you're proud of.

Bankers Life

Entry Level Financial Advisor

Tacoma, WA · On-site

As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you're proud of.

Bankers Life

Entry Level Financial Advisor

Newark, DE · On-site

As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you're proud of.

DTS FINANCIAL ADVISORS, LLC

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Entry-Level Financial Advisor & Tax Preparation

Schaumburg, IL · On-site

$55K - $65K/yr

We are seeking a motivated, personable, and detail-oriented Entry-Level Financial Advisor who is eager to build a career in financial services and willing to learn individual tax preparation as part ...

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Entry Level Bilingual Financial Advisor information

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$36K

$102.1K

$144K

How much do entry level bilingual financial advisor jobs pay per year?

As of Sep 6, 2026, the average yearly pay for entry level bilingual financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What does an entry level bilingual financial advisor do?

An Entry Level Bilingual Financial Advisor helps clients manage their finances, offering advice on investments, insurance, retirement planning, and other financial products. They use their language skills to assist clients who are more comfortable communicating in a language other than English, making financial information accessible and understandable. Typically, they analyze clients’ financial status, develop personalized plans, and maintain ongoing relationships to help clients achieve their financial goals. Entry-level advisors usually work under the supervision of more experienced advisors while they gain experience and relevant certifications.

What are the key skills and qualifications needed to thrive as an entry level bilingual financial advisor?

To thrive as an Entry Level Bilingual Financial Advisor, you need a solid understanding of financial principles, strong analytical abilities, and proficiency in at least two languages—typically supported by a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM platforms, and relevant certifications such as Series 7 or Series 66 is often required. Outstanding interpersonal skills, cultural sensitivity, and effective communication are critical for building trust and rapport with diverse clients. These competencies are essential for delivering tailored financial solutions and expanding your client base in a competitive, multicultural market.

How does being bilingual enhance your effectiveness and opportunities as an entry level bilingual financial advisor?

Being bilingual as an entry level financial advisor enables you to build trust and communicate more effectively with clients who prefer to discuss financial matters in their native language. This skill can help you expand your client base, especially in diverse communities, and allows you to provide more personalized and accessible service. It also demonstrates cultural awareness and adaptability, qualities that are highly valued by employers and can lead to faster career progression and specialized roles within the financial services industry.

What is the difference between Entry Level Bilingual Financial Advisor vs Entry Level Bilingual Financial Planner?

AspectEntry Level Bilingual Financial AdvisorEntry Level Bilingual Financial Planner
CertificationsSeries 7, Series 66, or 65 (depending on employer)Similar certifications, often requiring Series 7 and 66
Work EnvironmentFinancial institutions, banks, or advisory firmsFinancial planning firms, banks, or independent advisors
Industry UsageCommonly used in banking and wealth managementUsed interchangeably, but more focused on comprehensive financial planning

Both roles typically require similar certifications and work in financial services environments. The main difference is that a Financial Advisor often focuses on investment products and client relationships, while a Financial Planner emphasizes comprehensive financial planning services. The titles are frequently used interchangeably, but the Advisor role may lean more toward sales and investment advice, whereas the Planner role emphasizes holistic financial strategies.

More about Entry Level Bilingual Financial Advisor jobs

What cities are hiring for Entry Level Bilingual Financial Advisor jobs?

Cities with the most Entry Level Bilingual Financial Advisor job openings:

What are the most commonly searched types of Bilingual Financial Advisor jobs?

The most popular types of Bilingual Financial Advisor jobs are:

What states have the most Entry Level Bilingual Financial Advisor jobs?

States with the most job openings for Entry Level Bilingual Financial Advisor jobs include:

What job categories do people searching Entry Level Bilingual Financial Advisor jobs look for?

The top searched job categories for Entry Level Bilingual Financial Advisor jobs are:

Entry Level Bilingual Financial Advisor jobs near you
Infographic showing various Entry Level Bilingual Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Bilingual Financial Advisor

NYL - Patrick Piscitelli

Bridgewater, MA • On-site

$100K/yr (+ commission)

Full-time

Re-posted 22 days ago

Key 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.

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.

Qualifications:
  • 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.

About Company

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)