Bank of America
Financial Solutions Advisor Registration Candidate - Windermere Financial Center - Bilingual Fluency in Mandarin / English Required
Windermere · Full-time · Posted Sep 22, 2026
- Experience
- At least one year of financial services industry or sales experience is listed as a desired qualification.
- Education
- Bachelor's degree is listed as a desired qualification.
About the job
Trains to become a licensed financial advisor, then serves financial-center clients by assessing their needs, providing advice, and connecting them with banking and investment solutions.
What you'll do
- Obtain securities licenses through structured training and meet required licensing deadlines.
- Build and manage client relationships; assess needs and recommend financial strategies and solutions.
- Deliver client reviews and presentations, and collaborate with banking and investment partners.
What they ask for
- Aptitude for obtaining required industry licenses.
- Experience cultivating client relationships, assessing needs, and recommending solutions.
- Effective communication and collaboration skills.
- Mandarin and English fluency, as stated in the job title.
Nice to have
- Currently holds FINRA Securities Industry Essentials (SIE).
- Bachelor's degree and/or at least one year of financial services industry or sales experience.
Tools
SIE, Series 7, Series 66, Series 63, Series 65
Model-written summary · the original posting is authoritative