Bilingual Mandarin Entry-Level Financial Representative

True Path Financial; Burlingame (CA); Hybrid; USD 40,000 - 70,000; Full time

Benefits offered by this job

Flexible schedule

Comprehensive benefits package

Training allowance

Company-sponsored professional development

Job summary

WizeHire, Inc. in Burlingame, California, is seeking motivated individuals for the role of Financial Representative. This position is ideal for those aiming to build a rewarding career in finance, even without prior experience. You will provide essential financial guidance to clients while benefiting from a structured training program that prepares you for success.

The role offers a flexible schedule, comprehensive benefits including health and life insurance, and opportunities for professional development. Join us and make a meaningful impact in the financial services industry.

Qualifications

• No prior experience required, but ambition and a desire to learn are essential.
• Ability to provide financial guidance and support.
• Authorized to work in the United States.

Responsibilities

• Provide financial guidance to individuals and businesses.
• Help clients achieve their long-term financial goals.
• Participate in a structured training program for skill development.

Skills

Ambition

Willingness to learn

Customer service orientation

Job description

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve the long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.

Benefits include;

• Flexible schedule with a strong work-life balance.
• Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
• Training allowance and performance-based incentives.
• Company-sponsored professional development opportunities.
• Sponsorship for required licenses and continuous training.

We can only consider applicants authorized to work in the United States.