Financial Solutions Advisor - International

Bank of America

Seattle, WA, US
Base: $70,000.00 - $80,000.00 annualized; bonus/eq...
Series 7 & 66 licenses required
Mandarin language fluency mandatory
Investment industry experience required
The role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products

Job Summary

  • The role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees must speak Mandarin and hold Series 7 and 66 licenses, with a requirement to complete missing series within 60 days if applicable.
  • This position offers an annualized salary range of $70,000 to $80,000 plus eligibility for formulaic incentive plans and industry-leading benefits.

Matching Summary

The role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.

Salary

Base: $70,000.00 - $80,000.00 annualized; Bonus/Equity: Formulaic incentive eligible based on performance metrics; Benefits: Industry-leading benefits including paid time off

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • Mandarin language fluency mandatory
  • Investment industry experience required

Nice-to-have

  • CFP or CRPC professional designations
  • Insurance licenses held
  • Strong computer multitasking skills

Key Requirements

  • Series 7 license
  • Series 66 license (or 63/65)
  • Fluency in Mandarin
  • One year investment industry experience
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

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