Financial Solutions Advisor Registration Candidate - Windermere Financial Center - Bilingual Fluency In Mandarin / English Required
Bank of America (GHR)
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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
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Bank of America is seeking a bilingual Financial Solutions Advisor Registration Candidate fluent in Mandarin and English. The role involves obtaining necessary securities licenses and providing comprehensive financial advice while fostering client relationships.
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Job Summary
This role offers a structured career path starting with comprehensive training to obtain necessary securities licenses before progressing to managing client portfolios.
Candidates will work in a collaborative environment leveraging Bank of America's extensive network to provide end-to-end financial advice and solutions to diverse clients.
The position requires adherence to SAFE Act registration requirements, including background checks, to ensure compliance with federal regulations for mortgage-related activities.
Matching Summary
Match Score: 75
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Bank of America is seeking a bilingual Financial Solutions Advisor Registration Candidate fluent in Mandarin and English. The role involves obtaining necessary securities licenses and providing comprehensive financial advice while fostering client relationships.
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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) license
Bachelor's degree in finance or related field
One year of financial services or sales experience