Financial Solutions Advisor - Windemere Financial Center - Bilingual In Mandarin / English Required
Job America
Bilingual in mandarin and english
Financial planning with brokerage products
Client relationship management
Bank of America is committed to being a diverse and inclusive workplace that supports the physical, emotional, and financial well-being of its employees
Job Summary
Bank of America is committed to being a diverse and inclusive workplace that supports the physical, emotional, and financial well-being of its employees.
The role involves working closely with clients to build financial plans, recommend investment strategies, and triage client requests to appropriate internal partners.
Employees must comply with SAFE Act registration requirements and undergo background checks as part of their responsibilities.
Matching Summary
Bank of America is committed to being a diverse and inclusive workplace that supports the physical, emotional, and financial well-being of its employees.
Skills & Requirements
Must-have
Bilingual in Mandarin and English
Financial planning with brokerage products
Client relationship management
Risk mitigation and control
SAFE Act registration compliance
Nice-to-have
Strong computer multitasking skills
Collaborative teamwork
Effective communication
Adaptability and continuous learning
Goal-oriented sales experience
Key Requirements
Series 7 & 66 licenses (or 63 & 65 in lieu of 66)
Minimum one year investment industry experience
Minimum one year financial services or sales experience