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Bilingual (Spanish or Portuguese) Financial Advisor

New York Life New York, NY
  • Posted: over a month ago
  • $60,000 to $100,000 Annually (plus commission)
  • Full-Time
  • Benefits: Vision, Medical, 401k, Dental

New York Life is seeking a Bilingual (Spanish or Portuguese) Financial Representative or Financial Advisor to join our growing Greater New York office. Strong applicants will have demonstrated an entrepreneurial “growth” mindset and a passion for working with their clients. In return, New York Life will offer stability, continuous development support, a formal track to management for qualified candidates, and an impressive product suite to help your clients plan for their financial future.

Desired Skills and Experience

  • 4-year college degree
  • 3+ years industry experience as a Registered Representative/Financial Advisor
  • Experience selling insurance; Life and Health License preferred
  • Securities Registrations as a Registered Representative: FINRA S6, S63 and/or S7 preferred
  • Accredited Designations preferred such as CFP®, ChFC®, or MSFS
  • Possess strong knowledge of the investment business and understanding of comprehensive financial planning concepts
  • Accomplished communicator with strong verbal and written skills

New York Life is committed to offering its Agents/Registered Representatives/Financial Advisors training and support

  • Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path
  • Our Advanced Planning Group supports a variety of wealth strategies and business planning objectives.
  • Eagle Strategies is a Registered Investment Advisor for qualifying agents who are also Registered Representatives and wish to offer investment advisory services
  • A team of highly-trained, experienced product consultants to support your client acquisition needs
  • Dedicated underwriters who work diligently on cases
  • Committed managers who don’t sell; but instead are dedicated to helping you succeed
  • A formal program for leadership and corporate opportunities, if desired

Our compensation and benefits programs include:

  • Significant Income Potential
  • Comprehensive medical coverage1 2
  • Retirement package; defined benefit pension plan and 401k2
  • Group life and disability income insurance1 2

Devotion to its policy owners has led New York Life through over 170 years of industry success. Some of our accolades include:

  • #69 on Fortune 100 in 2018
  • Most MDRT3 members in the United States
  • Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) according to Third Party Ratings Reports as of 7/30/18.

New York Life

Why Work Here?

A variety of Career Path opportunities, ongoing training and professional development

Our promise? To work with you to build a strong financial future. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1845, we’ve been doing just that—making sure our customers are prepared for whatever life has in store and that we will be there to help them face the future with confidence. We’re a lot like the clients we serve. Each of us is working hard to meet life’s responsibilities and build our own futures. Funding retirement? Looking after aging parents? Dealing with the death of a family member? We’ve been there, and we’ve persevered through the toughest of times. So when we work with you, we appreciate that we are being trusted with your most important assets: your family and your business. We take that responsibility seriously. For more than 170 years, we’ve kept every promise we’ve made to our customers. That’s simply a fact. We invite you to explore the depth of that commitment. EOE M/F/D/V/SO


New York, NY

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