Bilingual Financial Solutions Advisor – Mandarin Preferred

Able Too Work; Manhasset, Northern (NY, KY); Hybrid; USD 60,000 - 95,000; Full time

Job summary

Bank of America in Manhasset, NY seeks a Financial Solutions Advisor to provide comprehensive financial guidance and tailored solutions to clients. The role emphasizes triaging leads, referrals to partners, and reviewing client goals in person within an in-office setting.

The position requires strong client-facing skills and a preference for Mandarin language abilities, with a focus on a collaborative, flexible workplace and opportunities for career development.

Qualifications

• Provide comprehensive financial guidance to clients.

Responsibilities

• Triages client leads and refers to appropriate business partners based on client needs and asset thresholds.
• Meets with clients to review goals and progress, and tailor solutions accordingly.

Skills

Mandarin

Job description

Bank of America in Manhasset, NY seeks a Financial Solutions Advisor to provide comprehensive financial guidance and tailored solutions to clients. The role emphasizes triaging leads, referrals to partners, and reviewing client goals in person within an in-office setting.

The position requires strong client-facing skills and a preference for Mandarin language abilities, with a focus on a collaborative, flexible workplace and opportunities for career development.