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

Bank of America

Windermere, FL, United States
Not specified; not specified; competitive benefits...
Series 7 license required
Series 66 or 63/65 license required
Bilingual in mandarin and english
This role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products

Job Summary

  • This role provides comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products.
  • Employees must complete required licenses and trainings, including SAFE Act registration for mortgage originations if applicable.
  • The position involves triaging client leads, building financial plans, and recommending strategies aligned with client needs.

Matching Summary

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

Salary

Not specified; Not specified; Competitive benefits offered

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 66 or 63/65 license required
  • Bilingual in Mandarin and English
  • One year investments experience
  • Client financial goal planning

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

  • Series 7 & 66 (or 63/65) licenses
  • One year investments industry experience
  • One year financial service sales experience
  • Mandarin and English bilingualism
  • SAFE Act registration eligibility

Work Rights

Not specified

Tailored Resume

Cover Letter