Financial Solutions Advisor Registration Candidate - Windermere Financial Center - Bilingual Fluency In Mandarin / English Required

Bank of America

Not specified; not specified; not specified
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Bilingual fluency in mandarin and english
Obtain sie license within 30 days
Obtain series 7 and 66 licenses within 120 days
** Bank of America is seeking a bilingual Financial Solutions Advisor Registration Candidate fluent in Mandarin and English. This entry-level role involves obtaining necessary securities licenses and developing client relationships while providing comprehensive financial advice. **

Job Summary

  • This role offers a structured career path starting with dedicated training to obtain essential securities licenses including SIE, Series 7, and Series 66.
  • Candidates will work in a financial center delivering comprehensive banking and investment solutions while building relationships with diverse client portfolios.
  • The position requires bilingual fluency in Mandarin and English to effectively serve clients and support the bank's inclusive workplace culture.

Matching Summary

Match Score: 75

** Bank of America is seeking a bilingual Financial Solutions Advisor Registration Candidate fluent in Mandarin and English. This entry-level role involves obtaining necessary securities licenses and developing client relationships while providing comprehensive financial advice. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Bilingual fluency in Mandarin and English
  • Obtain SIE license within 30 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Self-disciplined time management
  • Client relationship cultivation skills

Nice-to-have

  • Existing FINRA Securities Industry Essentials (SIE) certification
  • Bachelor's degree in finance or related field
  • One year of financial services or sales experience
  • Strong peer collaboration abilities
  • Results-driven mindset in fast-paced environments

Key Requirements

  • Mandatory SAFE Act registration and background check
  • Must obtain SIE license within 30 days of hire
  • Must obtain Series 7 and 66 licenses within 120 days
  • Bilingual fluency in Mandarin and English required
  • Aptitude for obtaining industry licenses

Work Rights

Not specified

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