Bilingual Financial Advisor |Korean|Chinese|Vietnamese ( Career Changer Also Encouraged to Apply)

About the Role We are seeking motivated, relationship-driven individuals to join our team as Wealth Management Advisors. This role is ideal for professionals who want to build a long-term career helping individuals, families, and business owners make informed financial decisions. As a Wealth Management Advisor, you will work directly with clients to understand their financial goals and provide strategies around protection, accumulation, and long-term planning. What You'll Do Build and maintain relationships with individuals, families, and business owners Conduct financial needs analysis and present tailored strategies Educate clients on financial concepts including risk management, retirement, and wealth accumulation Develop and grow your own client base through networking, referrals, and outreach Collaborate with internal specialists on advanced planning strategies Participate in ongoing training, mentorship, and professional development Who You Are Strong communicator with high emotional intelligence Self-motivated with an entrepreneurial mindset Coachable and open to structured training and feedback Comfortable building relationships and working with people Background in sales, business development, education, or client-facing roles is a plus Preferred Qualifications Bachelor's degree (preferred, not required) Prior experience in financial services, sales, or consulting is a plus Interest in obtaining financial licenses (e.g., Series 6/7, Series 63/65, Life & Health) Compensation & Benefits Competitive compensation structure (performance-based with potential for significant upside) Training allowance / transition support available (based on experience) Access to mentorship from senior advisors and leadership Health, dental, and retirement benefits (eligibility may vary) Flexible schedule and hybrid work environment Training & Development Comprehensive onboarding program In Language Trainings (Korean, Chinese, Vietnamese) Licensing support and study resources Ongoing professional development workshops Clear career path with leadership opportunities Why Join Us Established brand and strong financial backing Collaborative, growth-focused culture Opportunity to build a business within a business Make a meaningful impact in clients' lives

Pay:

$75,000.00 - $100,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Retirement plan

Work Location:

In person