Bilingual Financial Advisor — Mandarin/Cantonese Growth

Cetera Financial Group; Honolulu (HI); In loco; USD 40.000 - 43.000; Tempo pieno

Descrizione del lavoro

A financial services firm in Honolulu is seeking a Financial Advisor to manage client relationships and sell investment products. The ideal candidate must be fluent in either Mandarin or Cantonese and possess strong communication skills. Responsibilities include conducting presentations, maintaining compliance, and achieving sales goals. Applicants should hold applicable financial licenses, and experience in financial planning is a plus. This role offers a competitive salary and the opportunity to work closely with bank branches.

Competenze

• Must be fluent in either Mandarin or Cantonese.
• Excellent written, verbal, interpersonal, and presentation skills.
• Competency in MS Word, Excel, PowerPoint, and email applications.

Mansioni

• Manage a book of business by maintaining customer relationships.
• Sell suitable investment products to prospective customers.
• Conduct presentations and track sales results.

Conoscenze

Fluency in Mandarin

Fluency in Cantonese

Excellent communication skills

Competency in MS Office applications

Formazione

Hawaii Life and Health Licenses

SIE, 7, and 66 securities registrations

Descrizione del lavoro

A financial services firm in Honolulu is seeking a Financial Advisor to manage client relationships and sell investment products. The ideal candidate must be fluent in either Mandarin or Cantonese and possess strong communication skills. Responsibilities include conducting presentations, maintaining compliance, and achieving sales goals. Applicants should hold applicable financial licenses, and experience in financial planning is a plus. This role offers a competitive salary and the opportunity to work closely with bank branches.