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

Bank of America Merrill Lynch

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 to join their team. The role involves obtaining essential securities licenses and developing client relationships to provide financial advice, with a strong emphasis on training and career advancement. **

Job Summary

  • This role offers a structured journey to become a licensed Financial Solutions Advisor with dedicated training for SIE, Series 7, and Series 66 exams.
  • Candidates will learn foundational skills to manage client relationships, analyze complex financial pictures, and provide comprehensive investment solutions.
  • The position requires adherence to SAFE Act registration requirements and involves working in a hybrid environment with potential phone-based capacity before site assignment.

Matching Summary

Match Score: 75

** Bank of America is seeking a bilingual Financial Solutions Advisor Registration Candidate fluent in Mandarin and English to join their team. The role involves obtaining essential securities licenses and developing client relationships to provide financial advice, with a strong emphasis on training and career advancement. **

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 relevant field
  • One year of financial services or sales experience
  • Strong peer collaboration abilities
  • Results-driven mindset in fast-paced environments

Key Requirements

  • Mandatory SIE, Series 7, and Series 66 licensing
  • SAFE Act registration and background check
  • Fluency in both Mandarin and English
  • Aptitude for obtaining industry licenses quickly

Work Rights

Not specified

Tailored Resume

Cover Letter