Spanish- and Portuguese-Speaking Financial Advisor

Job overview

The Spanish- and Portuguese-Speaking Financial Advisor role is onsite in New York, NY; compensation is not specified. The opportunity is based in New York Life’s Manhattan General Office in the Financial District. New York Life describes its work as helping clients protect their families and pursue financial goals. The role helps clients identify financial goals and develop long-term strategies using insurance, annuity, and other financial products and services. The posting emphasizes training, marketing support, and resources for building an insurance and financial services business.

What you'll do

• Help clients identify and pursue financial goals
• explain and offer life insurance, annuity, and other financial products and services
• develop long-term investment strategies
• build client relationships and establish an insurance and financial services business.

What we're looking for

Skills & competencies

financial advisor

new york ny

new york life

financial district

insurance

financial services

client relationships

investment strategy

spanish

portuguese

training

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, life, and disability coverage from day one
• 401(k) after one year
• pension plan
• continuing education reimbursement
• industry designation reimbursement
• and discounts.

Why this role

Bilingual Spanish and/or Portuguese is preferred but not required; the posting describes comprehensive training and specialized marketing support.

About the employer

New York Life Insurance Company is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.