Financial Advisor

职位描述：

Job Summary We are a bilingual CPA firm (中英文双语会计师事务所) that provides U.S. and international tax services, with a focus on high-net-worth individuals, Chinese investors, and green card holders. Our specialties include U.S. income tax compliance, international tax planning, cross-border wealth structuring, and estate planning. Our team is 100% bilingual in English and Mandarin, and we pride ourselves on creating an inclusive and growth-oriented environment for global professionals. Hongxin is dedicated to cultivating a diverse and inclusive workplace. We strive to create an environment where employees are valued, empowered to positively support our business objectives and clients, and recognized for their individual and team contributions. We believe that building an inclusive culture is essential for all our employees to bring their authentic, whole selves to work and experience a sense of belonging and support. Our culture is to lead with respect and acceptance of difference. We expect all employees to embrace this principle and to express it in workplace interactions and through everyday practices. Why Join Us? 我们的优势 Opportunity to work with high-net-worth individuals, Chinese investors, and green card holders Direct partnership with a premier bilingual CPA firm specializing in cross-border wealth and tax planning Lucrative, uncapped commission-based income model with high-yield tiered structures Leverage Hongxin’s robust tax branding and existing HNW client ecosystem Cultivate your career in an inclusive, diverse, and growth-oriented global workplace Work closely with an experienced leadership team in a flexible remote/hybrid environment Duties and Responsibilities 工作职责 Source, pitch, and close high-net-worth clients for structured products and alternative investment notes Leverage Mandarin fluency to effectively consult, build trust, and manage relationships with Chinese-speaking HNWIs and cross-border investors Collaborate with our cross-border tax and advisory teams to align product offerings with clients' holistic wealth, tax, and estate planning strategies Guide clients through the complete investment lifecycle, from initial consultation to KYC/AML compliance and deal execution Requirements 任职资格 Must hold relevant U.S. securities licenses (e.g., Series 7, 63, 65, or 66, or equivalent regulatory distribution credentials) Minimum of 5+ years of professional experience in U.S. wealth management, investment banking, or cross-border finance Proven track record of successfully selling structured products, private placements, or investment notes Established relationships with Chinese-speaking HNWIs, family offices, or cross-border investors are a strong plus Mandarin is required Highly entrepreneurial, self-driven mindset, fully comfortable with a 100% commission-based (1099) independent contractor model Salary & Benefits 薪资与福利 Compensation: 100% Commission-Based (High-Yield Tiered Structure, Uncapped Earning Potential) Lucrative commission splits with massive upside potential on every transaction Firm operational support and curated product pipelines Position Type: Independent Contractor (1099) Location: Hybrid 应聘方式 If you possess the required licenses, bilingual communication skills, and drive to thrive in a high-growth cross-border environment, we’d love to hear from you! Please send your resume to: (Subject Line: Independent Financial Advisor Application (Mandarin Speaker) – (Your Name)) Job Type: Contract Benefits: Commission-based high-yield earning potential Uncapped growth opportunities Flexible schedule / Work from home Access to a premier HNW client ecosystem Benefits: Flexible schedule Work Location: Hybrid remote in Bellevue, WA 98006 Hongxin Wealth & Tax Planning Group