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Bilingual Portuguese/Spanish Financial Advisor

Location
New York City, NY, United States

Posted on
Feb 23, 2022

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Job DescriptionWe are seeking a Financial Advisor who is bilingual Portuguese/Spanish to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.Responsibilities:Advise clients on investment strategies and other financial decisionsAssess clients' assets, liabilities and overall financial conditionsPrepare presentations that recommend various financial productsReview and communicate portfolio performances to clientsNetwork and build relationships with new and existing client base​Qualifications:Previous experience in banking, financing, or other related fieldsFamiliarity with investment products and servicesAbility to build rapport with clientsStrong analytical and critical thinking skillsExcellent written and verbal communication skillsCompany DescriptionAbout New York Life...New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helpinggenerations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable onlyto our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.Awards & Accolades...We’re proud of our financial strength.4• A Superior (A.M. Best)• AAA Exceptionally Strong (Fitch)• Aaa Exceptional (Moody’s)• AA Very Strong (Standard & Poor’s)We’re proud of our position in the industry.5• Training Magazine 2021: Top Companies for Learning and Development• Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list forInsurance: Life and Health.6• JD Power Award 2020: #1 in Best Annuity Provider category and #6 in Best Life Insurer rankingsWe’re proud to be recognized by organizations that also value diversity.• 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized• LATINA Style 2019: Company of the Year• Forbes 2019: America’s Best Employers for Diversity• Diversity Inc 2018: Top 50 Companies for DiversityWe’re proud of the help we’ve provided and continue to provide our clients.7• 5,500,000 lives Protected (includes all owners of individual life insurance and annuity policies)• $5,200,000,000 in living benefits awarded (includes life and annuity cash value accumulation and qualifyingpolicy dividends paid)• $910,000,000 lifetime annuity paid (includes all payouts on individual income annuity products)• Over 29,000 professionals hired (includes company employees along with contracted financial professionals)New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity1. Wealth Management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New YorkLife company.2. As reflected by company data. Historical company data is provided for informational purposes only. Agent income is not guaranteed. Income isdependent upon the sales of each agent. Individuals reflected sold at least one life insurance policy.3. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.4. **MEMBERS ONLY**SIGN UP NOW***. continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S.from all four major rating agencies. Source: Individual Third-Party Rating Reports: A.M. Best A (7/22/20), Fitch Ratings AAA (as of 12/10/20),Moody’s Aaa (as of 1/6/21), and Standard & Poor’s AA (as of 10/14/20).5. Full list of our awards is available here: ****Source: Fortune Magazine, 2021. Rankings are determined by a proprietary formula that weights nine criteria to create an overall score.7. All figures reflect the consolidated results of **MEMBERS ONLY**SIGN UP NOW***. and its domestic insurance subsidiaries including New York LifeInsurance and Annuity Corporation for the 12 months ending December 31, 2020.AR10511A_012022 SMRU1900838 (Exp. 04.30.2022)

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