Financial Advisors – Full Time (Bilingual Chinese)
NYC/Boston/LA/SV – Haitou Global
(https://www.haitouglobal.com/)
Haitou Global was founded in 2014 in New York and is a leading online global asset allocation platform, providing investment management, wealth management and financial technology products and services. Haitou Global is focused on investment opportunities in developed market including the U.S. and Europe and emerging markets including Southeast Asia, China and Africa. Haitou Global has launched mobile investment platforms to transact wealth management products and alternative assets online.
To date, Haitou Global operates out of New York headquarters and Beijing, Los Angeles, Boston and Jakarta offices. Haitou Global subsidiaries are registered as Registered Investment Advisor with SEC, Broker-Dealer with FINRA and Money Services Business with FinCEN.
At Haitou, everyone is a part of the team and share the same drive to succeed.
We are now looking for Financial Advisors to join our 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 to our culture.
Job Type:
• Full-time
Experience:
• Sales: 1 year (Required)
Education:
• Master's (Preferred)
Location:
• NYC/LA/Boston
Language:
• Mandarin (Required)
If interested, please send your resume and cover letter to info@haitouglobal.com with Email subject line: Job Application + Your School + Job Position.
Investor Relations – Full Time (Bilingual Chinese)
NYC – Haitou Global
(https://www.haitouglobal.com/)
Responsibilities
Qualifications