毅志集团是一家享有盛誉的金融服务公司，致力于为客户提供卓越的金融建议和解决方案。我们目前正在寻找一位能说普通话/韩语/越南语的金融顾问加入我们充满活力的团队。这个职位非常适合有上进心、对金融市场有深入了解并热衷于客户服务的个人。
职位描述：
作为金融（销售）顾问，您将：
为我们多样化的客户提供全面的财务规划和投资建议。
与说普通话的客户进行有效沟通并建立关系。
分析客户的财务状况、目标和需求，制定量身定制的财务策略。
随时了解市场趋势和监管变化。
与团队成员合作，以增强客户服务并发展业务。
用普通话/韩语/越南语举办研讨会和讲习班，向潜在客户介绍我们的服务。
独立工作以实现销售目标并赚取佣金。
职业描述：
建立客户群。
持续吸引新客户。
定期联系客户，确定他们的财务状况是否发生变化。
提供专业、定制的财务指导。
销售投资、商业贷款、抵押贷款等财务建议。
无需财务经验。
申请人应对销售和金融感兴趣感兴趣。
毅志集团的顾问在我们的培训计划的帮助下从头开始建立他们的业务。这主要涉及销售。这需要销售和创业思维
要求：
必须精通普通话/韩语/越南语。
在财务规划、投资咨询或相关领域拥有丰富的经验。
对金融产品和市场有深入的了解。
出色的沟通、人际交往和演讲技巧。
能够在基于佣金的环境中有效工作。
自我激励，具有强烈的职业道德和创业精神。
相关财务认证（例如 CFP、CFA、CPA）是有利的。
工作授权：
我们是一个提供平等就业机会的雇主。所有申请人都将被考虑录用，不考虑其种族、肤色、宗教、性别、性取向、性别认同、国籍、退伍军人或残疾状况。
接受 CPT、OPT、H1B。
为经过筛选的候选人提供签证赞助。
如何申请：
我们鼓励有兴趣的候选人将简历和求职信发送至 hr@eazzyconsulting.com，其中要概述他们的经验以及他们为什么适合这个职位，并抄送 intake@eazzyconsulting.com
我们期待发现团队的下一位成员并共同成长！
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Eazzy Consulting is hiring financial (Sales) consultants to work in-person in New York.
Eazzy is a prestigious financial services firm committed to delivering exceptional financial advice and solutions to our clients. We are currently seeking a Mandarin/Korean/Vietnamese-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 Financial (Sales) 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/Korean/Vietnamese 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/Korean/Vietnamese 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.
Work Authorization:
We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, , ual 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 and copy intake@eazzyconsulting.com
We look forward to discovering the next member of our team and growing together! 联系我时，请说是在NetWish美国分类信息看到的，谢谢！
