Financial Solutions Advisor - Greater Queens Ny Market (bilingual Required Mandarin)

Bank of America Merrill Lynch

Flushing, NY, US
Base: $70,000.00 - $80,000.00 annualized; bonus: f...
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Series 7 and series 66 licenses required
One year investments industry experience
Mandarin bilingual communication skills
** Bank of America is seeking a bilingual Financial Solutions Advisor for the Greater Queens NY Market to provide comprehensive financial advice and customized solutions to clients. The role requires relevant licenses, experience in the financial services industry, and a focus on building client relationships to achieve financial goals. **

Job Summary

  • This role provides comprehensive advice and customized solutions to help clients achieve their financial goals.
  • Employees are eligible for a formulaic incentive plan based on performance against defined metrics.
  • The position requires SAFE Act registration and background checks due to potential residential mortgage loan origination duties.

Matching Summary

Match Score: 75

** Bank of America is seeking a bilingual Financial Solutions Advisor for the Greater Queens NY Market to provide comprehensive financial advice and customized solutions to clients. The role requires relevant licenses, experience in the financial services industry, and a focus on building client relationships to achieve financial goals. **

Salary

Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Series 7 and Series 66 licenses required
  • One year investments industry experience
  • Mandarin bilingual communication skills

Nice-to-have

  • Certified Financial Planner designation
  • Three years financial service experience
  • Strong computer multitasking skills

Key Requirements

  • Current Series 7 and 66 licenses
  • Minimum one year in investments industry
  • SAFE Act registration eligibility

Work Rights

Not specified

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