Bilingual Financial Advisor

Job overview

The Bilingual Financial Advisor role is onsite in Bridgewater, MA, and lists compensation of $80,000–$100,000 at plan yearly. NYL - Patrick Piscitelli is associated with New York Life, which describes a long history of helping people protect their families and pursue financial goals. The advisor assesses clients' financial situations, develops personalized plans, explains financial products, and provides ongoing support. Bilingual communication helps the advisor serve a diverse client base and support informed financial decisions.

What you'll do

• Develop personalized financial plans
• assess clients' financial situations
• explain financial products and services
• maintain client relationships through ongoing support and check-ins
• collaborate with team members
• stay informed about industry trends and regulatory changes
• communicate with clients in English and another language.

What we're looking for

Skills & competencies

bridgewater ma

nyl - patrick piscitelli

bilingual financial advisor

financial planning

client relationships

financial products

bilingual

english and another language

$80k–$100k at plan

career development

Work arrangement

• Weekend coverage required

Benefits & perks

• Career development opportunities and a work environment described as valuing well-being and work-life balance.

About the employer

NYL - Patrick Piscitelli is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.