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

Bank of America Merrill Lynch

Windermere, United States
Not specified; not specified; competitive benefits...
**
Series 7 & 66 licenses required
One year investment industry experience
Bilingual in mandarin and english
** Bank of America Merrill Lynch is seeking a Bilingual Financial Solutions Advisor for its Windermere Financial Center, requiring fluency in Mandarin and English. The role focuses on providing customized financial advice and solutions to clients, necessitating licenses and experience in the financial services industry. **

Job Summary

  • This role provides comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees are expected to build financial plans using brokerage products including stocks, bonds, and mutual funds.
  • The position requires maintaining SAFE Act registration and completing all necessary regulatory background checks.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Bilingual Financial Solutions Advisor for its Windermere Financial Center, requiring fluency in Mandarin and English. The role focuses on providing customized financial advice and solutions to clients, necessitating licenses and experience in the financial services industry. **

Salary

Not specified; Not specified; Competitive benefits offered

Skills & Requirements

Must-have

  • Series 7 & 66 licenses required
  • One year investment industry experience
  • Bilingual in Mandarin and English

Nice-to-have

  • Certified Financial Planner designation
  • Chartered Retirement Planning Counselor
  • Insurance licenses obtained
  • Strong computer multitasking skills
  • Three years sales environment experience

Key Requirements

  • Current Series 7 license
  • Current Series 66 (or 63/65) license
  • Minimum one year investment experience
  • Minimum one year financial service sales experience
  • Mandarin and English bilingual proficiency

Work Rights

Not specified

Tailored Resume

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