Eazzy is a prestigious financial services firm committed to delivering exceptional financial advice and solutions to our clients. We are currently seeking a Mandarin-speaking Financial Consultant to join our dynamic team. This role is ideal for a driven individual with a strong understanding of financial markets and a passion for client service.
Job Description:
As a Mandarin-speaking Financial Consultant, you will:
- Provide comprehensive financial planning and investment advice to our diverse clientele.
- Effectively communicate and build relationships with Mandarin-speaking clients.
- Analyze clients’ financial situations, goals, and needs to develop tailored financial strategies.
- Stay abreast of market trends and regulatory changes.
- Collaborate with team members to enhance client service and grow the business.
- Conduct seminars and workshops in Mandarin to educate potential clients about our services.
- Work independently to achieve sales targets and earn commissions.
Career Description:
- Build client base;
- Acquire new clients on an ongoing basis;
- Contact clients periodically to determine if there have been changes in their financial status;
- Provide knowledgeable, customized financial guidance;
- Sell financial advice such as investments, business loan, mortgage, etc;
- Finance experience not necessary;
- Applicant should have an interest in sales and “winning” assets;
- Advisors at Eazzy build their book of business from the ground up with help from our training programs. This involves mostly sales in the beginning. This will require a sales and Entrepreneurial mindset
Requirements:
- Fluency in Mandarin is essential.
- Fluency in Korean is essential.
- Proven experience in financial planning, investment advisory, or a related field.
- Strong understanding of financial products and markets.
- Excellent communication, interpersonal, and presentation skills.
- Ability to work effectively in a commission-based environment.
- Self-motivated with a strong work ethic and entrepreneurial spirit.
- Relevant financial certifications (e.g., CFP, CFA,CPA) are advantageous.
Benefits:
- Competitive commission structure with no cap on earning potential.
- Flexible working conditions.
- Supportive team environment and company culture.
- Professional development and career advancement opportunities.
- Access to cutting-edge financial tools and resources.
Future Career Paths:
Eazzy has unmatched training programs. Some of the leaders on the team have education backgrounds and are committed to coaching and mentoring the next generation. Many Advisors go on to obtain professional designations. There are also management opportunities within the first 2 years!
Work Authorization:
We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
CPT, OPT, H1B Accepted.
Visa Sponsorship provided upon selective candidates.
How to Apply:
Interested candidates are encouraged to send their resume and a cover letter outlining their experience and why they are a great fit for this role to hr@eazzyconsulting.com.
We look forward to discovering the next member of our team and growing together!
