Bilingual Financial Advisor (Chinese) – Pasadena

New York Life Insurance Co.

Pasadena (CA)

On-site

USD 60,000 - 80,000

Full time

14 days+
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Benefits offered by this job

Health/Dental/Life/Disability coverage
Retirement package
Licensing sponsorship
Significant income potential

Job summary

New York Life Insurance Co. in Pasadena, CA seeks a client-facing Financial Professional to help individuals identify, define, and work toward long-term financial objectives. The role provides access to a comprehensive suite of financial products, along with structured training and ongoing support through NYLIC University.

The position offers career growth within a nationwide team spanning insurance, investments, estate planning and business planning, with strong development opportunities.

Qualifications

  • BA or BS degree from a four-year institution (preferred).
  • Prior financial services background not required.
  • Chinese bilingual skills are a plus, but not required.
  • Highly self-motivated and able to work effectively with little supervision.

Responsibilities

  • Collaborate with clients to identify, outline, and pursue their financial goals.
  • Provide a comprehensive array of financial products and services to support development of a sound, long-term financial strategy.

Skills

Client communication
Financial goal setting
Long-term planning

Education

BA or BS degree (preferred)

Job description

New York Life Insurance Co. in Pasadena, CA seeks a client-facing Financial Professional to help individuals identify, define, and work toward long-term financial objectives. The role provides access to a comprehensive suite of financial products, along with structured training and ongoing support through NYLIC University.

The position offers career growth within a nationwide team spanning insurance, investments, estate planning and business planning, with strong development opportunities.

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