- Competitive.
- Entrepreneurial.
- Coachable.
- Communicative.
- Self-disciplined.
- Authentic.
- Speak Spanish and/or Portuguese.
- Sales experience with an entrepreneurial mindset is preferred, showing no mile is too far to go.
- Excellent written and verbal communication skills are essential.
- A strong desire to assist families and businesses in excelling in life is a must.
- Demonstrated strong business acumen is required.
- Maintaining a professional business demeanor at all times.
- Perseverance in overcoming challenges is necessary.
- Ability to engage the community and utilize personal networks and contacts effectively.
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Bilingual Financial Planner
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NYL - Patrick Piscitelli Bridgewater, United States**Rewritten Job Description for a Bilingual Financial Advisor in Bridgewater, MA, US**: - Seeking a dedicated individual eager to make a lasting impact on the financial well-being of individuals, families, and businesses in Bridgewater, MA. - This opportunity transcends tradition ...
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1 week ago
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Financial Paraplanner
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Transcend Practice Management Plymouth, United StatesJob Description · Job DescriptionPARAPLANNER · Plymouth, MA (in office) · Salary = $65,000 to $75,000 · The best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with our firm is an investment in your future that will re ...
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Sr Manager, Supply Chain
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Thermo Fisher Scientific Bridgewater, United StatesWork Schedule · Standard (Mon-Fri) · Environmental Conditions · Office · Job Description · As part of the Thermo Fisher Scientific team, you'll discover meaningful work that makes a positive impact on a global scale. Join our colleagues in bringing our Mission to life every ...
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Distinctive Liv Bridgewater, United StatesWelcome to · Distinctive Living · , we're seeking a · Director of Sales and Marketing · (Full-Time) · for our Senior Living Community, · Mira Vie at Green Knoll. · Here at · Distinctive Living , we want our people to realize their full potential. We're passionate about pe ...
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Director of Sales and Marketing
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Distinctive Living Bridgewater, United StatesWelcome to Distinctive Living, we're seeking a Director of Sales and Marketing (Full-Time) for our Senior Living Community, Mira Vie at Green Knoll. Here at Distinctive Living, we want our people to realize their full potential. We're passionate about personal and professional gr ...
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Production Service Manager
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Crew HR Plymouth, United StatesJob Description · Job DescriptionCrew HR is seeking a Production Service Manager for our client, Lindstrom Restoration · PRODUCTION SERVICE MANAGER · Are you a confident, compassionate, lead from the front, nose to the grindstone leader with an impressive track record in the miti ...
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Senior Financial Analyst
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Senior Financial Analyst
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CALVIN KLEIN Bridgewater, United States PermanentAs our Senior Manager Demand Planning, you'll position $150M of Calvin Klein Underwear Women's & Dress Furnishings business units through proactive short-to-long range demand forecasting/planning to support capacity requirements and business strategies. You will provide managemen ...
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Bilingual Financial Advisor
1 week ago
NYL - Patrick Piscitelli Bridgewater, United States· Are you a dedicated individual looking to make a meaningful impact on the financial well-being of individuals, families, and businesses in Bridgewater, MA? · This role goes beyond traditional sales positions, offering a fulfilling career with endless opportunities for growth. ...
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Maintenance Planner
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Sterling Engineering Swedesboro, United StatesJob Description · Title: Maintenance Planner · Location: Swedesboro, NJ · Overview: · Sterling has helped build careers for thousands for professionals like yourself. Our expert recruiters support you at every step in the process and as a Best of Staffing company, Sterling prov ...
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Product Operations Coordinator
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Globe Composite Solutions, Ltd Stoughton, United StatesSummary · Job Description: · Reporting to the Chief Financial Officer, the Financial Planner & Analyst will work closely with the finance and accounting team, operations, and senior leadership. The financial planning and analysis this person provides, will ensure the organizati ...
Bilingual Financial Planner - Bridgewater, United States - NYL - Patrick Piscitelli
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Description
Job Description
Job DescriptionSeeking a dedicated individual eager to make a lasting impact on the financial well-being of individuals, families, and businesses in Bridgewater, MA.
This opportunity transcends traditional sales roles, offering a rewarding career filled with purpose and boundless growth prospects. Responsibilities involve assisting clients in retirement planning and college savings tailored to their needs.
As a Bilingual Financial Planner, witness the enduring positive effects of your efforts, both personally and professionally.
New York Life provides thorough training and advancement opportunities for your success. You'll benefit from exceptional training, individualized mentorship, and the chance to earn industry certifications.
New York Life covers initial expenses for the first two years, equipping you with additional resources to kickstart your career and expand your business.
High-performing Bilingual Financial Professionals gain access to sales incentives and opportunities for professional growth through development trips.
Receive digital tools for efficient work, including sales, prospecting, and marketing resources. New York Life offers a diverse array of services and products, such as life insurance, annuities, long-term care insurance, and asset management products.
Specialize in various areas like becoming a financial advisor with Eagle Strategies LLC, offering advisory services, wealth management strategies, and business solutions.
Join a supportive team of fellow bilingual financial planners, fostering mutual support and collaboration.
Compensation:$80,000 - $100,000 at plan per year
Responsibilities:Are you a leader who has the following traits?
If the answer is yes, consider becoming an insurance agent to drive a positive impact in the Latino community. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.
Qualifications: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 our clients.
Awards & Accolades...
We're proud of our financial strength.5
• A++ Superior (A.M. Best)
• AAA Exceptionally Strong (Fitch)
• Aaa Exceptional (Moody's)
• AA+ Very Strong (Standard & Poor's)