Find & Apply For Personal Financial Advisor Jobs in Chino, California

Financial Planning Advisor (Part-time OK, Chinese-speaking) - Los Angeles Chino, CA 91708 Part-time Apply with Indeed Job Overview As a Financial Planning Advisor in Los Angeles, you'll help clients make informed decisions about financial planning, investment, and wealth management. You'll build trusted relationships, understand each client's goals, and explain financial concepts and available services clearly. Chinese-language communication skills are required. Part-time availability may be considered.

Your impact:

By connecting clients with suitable planning and investment guidance, you help them make more confident decisions about their financial future. Duties Assess client needs and conduct financial analysis to support planning, cash management, and portfolio management recommendations. Discuss investment management advisory services, asset management, and financial products in a clear, client-focused way. Develop and maintain client relationships through responsive communication and ongoing investment client management. Research financial markets and relevant regulations; follow applicable financial compliance requirements. Coordinate with colleagues on banking services and, where relevant, tax, estate planning, wills, trusts, and estate law matters.

Experience Required:

Chinese-language communication skills, strong math and financial analysis abilities, and experience in financial services, financial sales, or investment client management.

Required:

Knowledge of financial planning, investment management, financial markets, financial products, banking services, and industry regulations; experience practicing in the securities industry and familiarity with the Financial Industry Regulatory Authority (FINRA) are important.

Preferred:

Securities law, tax experience, estate planning, corporate accounting, technical accounting, public accounting, research, and financial software experience. Strong customer relationship management and client communication skills; able to explain complex topics with clarity and care.

Compensation:

Commission-based, no cap.

Work Location:

In person