Financial Advisor(Bilingual-Mandarin/Sponsorship) - Walton

Compensation

: $124,885.00 - $178,020.00 /year *

Employment Type

: Full-Time

Industry

: Financial Services - Banking/Investment/Finance



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Haitou Global was founded in 2014 in New York and is a leading global asset allocation platform, providing individual and institutional investors with comprehensive global investment products and services. Haitou is focuses on providing global investment opportunities in developed market including the U.S. and UK and emerging markets including Southeast Asia.


Haitou has launched PC, Mobile App and WeChat investment platforms and manages 60,000 registered investors. Haitou has allocated over $500M in wealth management products and alternative assets. Haitou serves through its Beijing, Hong Kong, New York, LA and Indonesia offices. Haitou is registered as Registered Investment Advisor, Broker-Dealer with the SEC and Money Services Business.


At Haitou, everyone is a part of the team and share the same drive to succeed.

Work Healthily

Play Happily

Mentor Frequently

Learn Effectively


We are now looking for Financial Advisors full time to join our NY team


Responsibilities


  • Help clients reach their financial goals through an in-depth understanding of financial concepts, investment vehicle knowledge, and client service.
  • Collaborate with the investment team to deliver an appropriate portfolio customized to meet clients specific needs.
  • Collaborate with the marketing team and be an active participant in prospecting and lead generation activities. Including but not limited to attending local seminars, joining networking groups, and utilizing web-based marketing.
  • Develop a trusting relationship with clients through regularly scheduling and conducting financial planning reviews.


Qualifications


  • CFP and/or CFA Designation is a strong plus.
  • Degree in a business related field such as finance or accounting is a plus
  • Consultative Sales experience is a plus
  • Experience with financial planning and/or customer relationship management software is a plus
  • Ability to obtain required licenses within 90 days of hire.
  • Excellent communication and presentation skills.
  • Strong organizational skills and a self-starter attitude.


But above all else, we are looking for individuals with a high level of confidence, perseverance, and desire to achieve and succeed in a fast-moving goal-oriented environment and a good fit for our culture.


  • Language: Bilingual-Mandarin
  • Position Type: Full time Financial Advisor

by Jobble


Associated topics: annuities, capital, commodities, derivatives, dow jones, equity, ira, nasdaq, security, stock * The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.

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