Bank of America

Financial Solutions Advisor Stage I--CI --South Seattle-- Mandarin Evergreen

Bank of America

Remote
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We are seeking a highly-driven and ambitious individual to join our team as a Financial Solutions Advisor Stage I at Bank of America's South Seattle location. In this role, you will have the opportunity to utilize your Mandarin language skills and financial expertise to provide top-notch service to our valued clients. We are looking for someone who is passionate about helping others achieve their financial goals and is ready to take on a challenging yet rewarding position. If you have a strong understanding of financial products and services and are fluent in Mandarin, we encourage you to apply for this exciting opportunity.

  1. Provide exceptional customer service to clients by understanding their financial needs and goals.
  2. Utilize Mandarin language skills to effectively communicate with Mandarin-speaking clients.
  3. Educate clients on various financial products and services offered by Bank of America.
  4. Assess clients' financial situation and recommend appropriate solutions to help them achieve their goals.
  5. Conduct thorough financial reviews and analyses to identify potential areas for improvement.
  6. Collaborate with other team members to ensure a seamless and efficient client experience.
  7. Stay up-to-date on industry trends and changes in financial markets to better serve clients.
  8. Adhere to all regulatory and compliance guidelines in all interactions with clients.
  9. Meet and exceed individual and team sales goals.
  10. Maintain accurate and detailed records of client interactions and transactions.
  11. Continuously develop and improve knowledge of financial products and services.
  12. Act as a brand ambassador for Bank of America by promoting our values and mission.
  13. Stay organized and manage time effectively to handle multiple clients and tasks.
  14. Build and maintain strong relationships with clients to foster long-term partnerships.
  15. Attend training and development sessions to enhance skills and knowledge.
  16. Collaborate with management to identify opportunities for growth and improvement.
Where is this job?
This job opening is listed as 100% remote
Job Qualifications
  • Bachelor's Degree In Finance, Economics, Business Administration, Or A Related Field.

  • 1-2 Years Of Experience In Financial Advising, Banking, Or Sales.

  • Fluent In Mandarin Chinese And English, With Excellent Communication And Interpersonal Skills.

  • Series 7 And 66 (Or 63/65) Licenses, Or Must Obtain Within 120 Days Of Hire.

  • Strong Understanding Of Financial Products And Services, Including Investments, Retirement Planning, And Lending Options.

Required Skills
  • Financial Analysis

  • Market Research

  • Investment Management

  • Risk assessment

  • Client Relationship Management

  • Asset allocation

  • Retirement planning

  • Wealth planning

  • Goal Setting

  • Tax Strategies

  • Portfolio Diversification

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Solutions Advisor Stage I--CI --South Seattle-- Mandarin Evergreen is $46,000-$70,000 per year. However, this can vary depending on factors such as location, experience, and specific job duties.

Additional Information
Bank of America is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 26th, 2025
Apply BeforeAugust 19th, 2025
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About Bank of America

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management, Global Banking, Global Markets, and Legacy Assets and Servicing. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses.

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