Bilingual Financial Planning & Investment Advisor
Bank of America Corporation
Bank of America Corporation is seeking a Financial Advisor to provide comprehensive advice and tailored solutions to clients, supporting their financial goals through brokerage products and banking services. The role involves licensing requirements, client triage, and referrals to appropriate partners. Responsibilities include building financial plans, recommending strategies, and expanding the client base while managing risk in a fast-paced environment. #J-18808-Ljbffr Bank of America Corporation
- ...States, remote-friendly. You will advise clients on wealth and investment strategies, meet sales targets, and process inquiries with... ...confidentiality. The position requires 2-3 years of related experience, bilingual English plus Mandarin/Cantonese preferred, and relevant...BilingualRemote job
$55.3k - $76.08k
Investment Advisor - Bilingual - - Preference for Mountain/Pacific time### Investment Advisor - Bilingual... ...based on the idea that transforming financial lives starts by giving our people the... ...advisory services available through their plan and help them understand options for...Bilingual16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$150k - $200k
...Bring your expertise to a new asset class: as a Senior Investment Advisor at Masterworks, you'll advise high-net-worth investors on incorporating... ...are located at 1 World Trade Center in New York City’s Financial District. Does this sound like you? You have a strong...Suggested$25 - $27.88 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...in small business, lending, and investments Manages financial center traffic, appointments... ...location within a reasonable distance Bilingual Spanish Required Desired Qualifications...BilingualHourly payWork at officeShift workWeekend workDay shift- ...seeking candidates for front-line client service roles in a busy financial center. The position focuses on engaging clients, educating... ...flexible benefits, with opportunities to interact with experts in lending, investments, and small business services. #J-18808-Ljbffr NBMBAABilingualFlexible hours
$70k - $95k
...helping people look forward and plan for the best life possible... ...ago, we were among the first financial services companies in America... ...Our insurance, retirement, and investment solutions help people make... ...including Transamerica Financial Advisors, 2) Protection Solutions and...Remote jobPermanent employmentWork from homeWorldwide- Global Advisers, LLC in Brooklyn, NY seeks a Financial Advisor to advise individuals, families, executives, and business owners across investment management and financial planning while developing durable client relationships. The role combines advice, relationship management...
$70 per hour
...foundational AI lab to find experienced personal finance and consumer planning advisors who can help train their latest language model on... ...years advising individual clients on budgeting, saving, and financial planning to create, evaluate, and refine AI-generated documents...Immediate startRemote workFlexible hours- ...and online banking or ATM. You will process cash transactions accurately, build relationships, and connect clients with tailored financial solutions to help achieve their goals. The role emphasizes delivering excellent client experiences, following established processes...Bilingual
- Citigroup Inc. in Brooklyn, NY is seeking an entry‑level Personal Banker SAFE Act to support sales and service activities with the customer service team, aiming to build loyalty and increase consumer client sales. The role involves cross‑selling treasury and small business...Bilingual
- ...on self-service banking, and process cash transactions accurately. The role emphasizes deep conversations to understand clients' financial priorities and connect them to suitable solutions. Candidates should be fluent in Spanish, with strong communication, time management...Bilingual
- ...-service options, and process cash transactions accurately. You will identify clients' financial priorities and connect them to appropriate solutions. Ideal candidates are bilingual in Mandarin, with a strong work ethic and ability to build relationships, while navigating...Bilingual
- PNC's Church Street Branch in Hazleton, PA is hiring a Bilingual Branch Banker. You will acquire and deepen the branch customer base through... ...activities, guiding customers toward PNC solutions to improve financial wellbeing. You will engage in lobby interactions, outbound...Bilingual
- Bank of America in New York City is seeking a customer service teller to engage clients at the lobby, process transactions, and connect customers to banking solutions. The role emphasizes strong Spanish language skills, relationship-building, and adherence to privacy and...Bilingual
- A leading financial institution in New York is seeking a motivated individual to engage clients and assist with transactions in a dynamic... ...an exceptional client experience. The ideal candidate is bilingual in Spanish and has a strong background in customer service. Join...Bilingual
- ...on self-service options, and accurately process cash transactions while building long-term relationships to meet financial goals. The role requires bilingual Spanish capability, strong communication, and the ability to work weekends or extended hours as needed. Prior...BilingualWeekend work
- ...of affluent clients with a full banking relationship. You will act as the main contact, offering education and advice tailored to financial needs and helping clients access products and services. The role emphasizes proactive relationship management, referrals, and collaboration...Bilingual
- Bank of America, a leading financial institution, seeks a customer-centric professional to serve as the first point of contact for financial center clients in Bayside, NY. You will uncover personal banking needs, connect clients to specialists, and support self-service...Bilingual
- Citi is seeking a Personal Banker SAFE Act in Plantation, FL. This entry-level role supports sales and service activities in coordination with the customer service team to build loyalty and grow consumer client relationships. Responsibilities include handling small business...Bilingual
- ...You will process cash transactions accurately, engage in deep conversations to understand financial goals, and connect clients to suitable solutions. The position requires bilingual Spanish, strong communication and problem-solving skills, and the ability to work...BilingualWeekend work
- Chase is hiring a Relationship Banker in our New York branch to represent the brand with hospitality and to deliver tailored financial solutions. You will acquire, manage, and retain client relationships using banking knowledge and technology tools. You will educate clients...BilingualFlexible hours
- ...modern banking technology. You will build trust, educate clients on Chase Mobile, Chase.com, and ATMs, and collaborate with specialists to address complex financial needs while complying with all policies and regulatory requirements. #J-18808-Ljbffr J.P. Morgan Chase & Co.Bilingual
- The Citi Yorba Linda branch is hiring an entry-level Personal Banker focused on helping customers with sales, service and digital banking solutions. This on-site role supports the SAFE Act requirements and cross-sells Citi products to individual clients while delivering...Bilingual
- Chase is seeking an Associate Banker in New York to deliver warm, attentive service and build trusted relationships with clients. You will assist with day-to-day banking needs, open new accounts, and guide customers through Chase Mobile App and online platforms. The role...Bilingual
- Citi in Fremont, California is seeking an entry-level Personal Banker under the SAFE Act with Mandarin speaking preferred. This on-site role supports sales, banking products, and customer service, building loyalty and growing relationships with individual consumer clients...Bilingual
- ...Financial Aid Advisor is a remote review track for evaluating AI outputs across finance and risk workflows. Reviewers grade calculations, narrative... ...close, audit, or risk tooling and its failure modes. Bilingual experience for cross-jurisdiction reviews. Skills Financial...BilingualHourly payFor contractorsWork experience placementRemote work10 hours per week
- ...service banking options. You will process cash transactions, build relationships, and drive a positive client experience in a busy financial center. The role requires Mandarin language proficiency, strong communication, and a flexible schedule including weekends. You...BilingualFlexible hours
- Bank of America is seeking a bilingual Spanish Customer Service Associate to engage clients in the lobby, educate and assist with transactions... ...focuses on building relationships, understanding clients' financial priorities, and guiding them to appropriate solutions while...BilingualWeekend work
- ...Training is provided to support growth in the role. Based in Miami, FL, you will build relationships with individual clients, cross-sell financial products, and deliver exceptional client experiences while adhering to Citi policies and risk controls. Spanish language...Bilingual
- ...to build lasting client relationships, cross-sell banking and investment products, and deliver exceptional service. You will engage with... ...work in a fast-paced retail banking environment in New York. Bilingual in Mandarin or Cantonese is favored. #J-18808-Ljbffr SantanderBilingual
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