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Financial Advisor Mandarin Jobs (NOW HIRING)

Cathay Bank

Financial Advisor

Plano, TX · On-site

$64K/yr

... financial related product sales, service, and advising. • Language ... Fluency in English and Chinese (Mandarin or Cantonese). • Skills/Ability: Strong sales, marketing ...

Chinese Hospital

Patient Financial Advisor

San Francisco, CA · On-site

$30.98 - $38.12/hr

... Patient Financial Advisor (PFA) offers financial advice and assistance to patients regarding ... Bilingual in Chinese (Cantonese and/or Mandarin) or Spanish * Knowledge of community resources and ...

Td

Financial Advisor-Dyker Heights, Brooklyn

New York, NY · On-site

$78K - $117K/yr

TD Wealth The Financial Advisor (FA) role is a three-year program with a forgivable draw, for ... Mandarin or Cantonese language preferred. * 2+ years of providing advice, planning and investment ...

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Financial Advisor Mandarin information

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$36K

$102.1K

$144K

How much do financial advisor mandarin jobs pay per year?

As of Jul 13, 2026, the average yearly pay for financial advisor mandarin in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, and strong sales skills. Achieving this level often requires experience, certifications like the CFP or CFA, and the ability to build long-term client relationships. Income varies widely based on location, firm size, and individual performance.

What is the difference between Financial Advisor Mandarin vs Financial Planner?

AspectFinancial Advisor MandarinFinancial Planner
CertificationsSeries 7, Series 66, CFP (optional)CFP, Series 7, Series 66
Work EnvironmentFinancial institutions, banks, independent firmsIndependent practice, advisory firms, banks
Industry UsageCommonly used in multicultural markets, especially with Mandarin-speaking clientsBroader term for comprehensive financial planning services

Financial Advisor Mandarin primarily focuses on providing financial advice to Mandarin-speaking clients, often within banks or financial firms. Financial Planners offer comprehensive financial planning services, which may include retirement, estate, and investment planning. While both roles require similar certifications, the Financial Advisor Mandarin role emphasizes language skills and client communication within specific communities.

What jobs can I get if I speak Mandarin?

Speaking Mandarin can open opportunities in roles such as financial advisor, translator, interpreter, international sales, and customer service, especially in companies with Chinese clients or markets. Fluency in Mandarin is valuable in global business environments, requiring strong communication skills and cultural understanding.

Is $200,000 enough to work with a financial advisor?

For a financial advisor, having $200,000 in assets or investments is generally sufficient to receive personalized financial planning and investment management services. Many advisors set minimum account sizes ranging from $25,000 to $100,000, depending on their fee structure and specialization. However, the level of service and fees may vary based on the advisor's policies and the complexity of your financial situation.

Is $100,000 enough to work with a financial advisor?

For a financial advisor, having $100,000 can be sufficient to start investing or planning, but the level of service and advice may vary based on the advisor's fee structure and the complexity of your financial goals. Many advisors require a minimum investment or fee, so it's important to discuss your assets and needs directly with the advisor. Additionally, certifications like CFP can help ensure professional guidance tailored to your financial situation.

What are Financial Advisor Mandarin?

A Financial Advisor Mandarin is a financial professional who provides personalized financial guidance and planning services specifically to Mandarin-speaking clients. They help clients manage their investments, plan for retirement, and make informed decisions about savings and insurance, often bridging language or cultural gaps. These advisors may work with individuals, families, or businesses to understand their financial goals and recommend suitable financial products and strategies. They are especially valuable for Mandarin-speaking clients who prefer or require financial advice in their native language.

What are the key skills and qualifications needed to thrive as a Financial Advisor Mandarin, and why are they important?

To thrive as a Financial Advisor Mandarin, you need expertise in financial planning, investment products, and fluency in both Mandarin and English, often supported by a bachelor's degree in finance or related fields and relevant certifications (such as Series 7 or CFP). Familiarity with financial analysis tools, CRM systems, and portfolio management software is typically required. Exceptional interpersonal skills, cultural competency, and the ability to build trust with Mandarin-speaking clients set top advisors apart. These skills are crucial for effectively serving a diverse client base, providing tailored advice, and meeting regulatory and business goals.

How does being a Mandarin-speaking Financial Advisor influence client relationships and daily responsibilities?

As a Mandarin-speaking Financial Advisor, you'll often work closely with clients from Chinese-speaking backgrounds, which helps build trust and rapport due to shared language and cultural understanding. Your daily responsibilities will likely include conducting consultations in Mandarin, interpreting complex financial concepts, and tailoring recommendations to meet clients' unique financial goals. This role often involves collaborating with team members from diverse backgrounds and may also require translating documents or facilitating meetings between clients and other financial professionals who do not speak Mandarin. The ability to bridge language and cultural gaps can be especially rewarding and positions you as a valuable resource within the team.
More about Financial Advisor Mandarin jobs
What cities are hiring for Financial Advisor Mandarin jobs? Cities with the most Financial Advisor Mandarin job openings:
What states have the most Financial Advisor Mandarin jobs? States with the most job openings for Financial Advisor Mandarin jobs include:
What job categories do people searching Financial Advisor Mandarin jobs look for? The top searched job categories for Financial Advisor Mandarin jobs are:
Financial Advisor Mandarin jobs near you
Infographic showing various Financial Advisor Mandarin job openings in the United States as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.
Business Advisor (Mandarin Chinese Speaker)

Business Advisor (Mandarin Chinese Speaker)

Asian Americans for Equality

Flushing, NY • On-site

$55K - $65K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 22 days ago

Job description

Compensation & Benefits
Renaissance offers a competitive compensation package designed to reward your impact and support your long-term career growth.
  • Salary range: $55,000 – $65,000, commensurate with experience.
  • Annual performance-based bonus opportunities tied to both individual and organizational success.
  • Comprehensive benefits package (medical, dental, vision, retirement plan).
  • Generous PTO and paid holidays.
  • Hybrid work model: flexibility to work remotely after training period with initial 3 months of onsite training.
  • Ongoing professional development, coaching, and opportunities for advancement within the organization.
  • Be part of a mission-driven non-profit CDFI that empowers entrepreneurs, strengthens communities, and fuels economic growth in NYC.

Position Summary
Are you passionate about helping small businesses grow and thrive? As a Business Advisor (Mandarin Chinese Speaker) at Renaissance, you will play a critical role in supporting entrepreneurs in Flushing and across NYC. You’ll work closely with small business owners to provide counseling, access to capital, and ongoing guidance that helps them succeed. This is a chance to use your business, finance, and community knowledge to make a real difference while advancing your career in economic development and lending.
Reporting to the Senior Business Advisor/Team Leader, you will build trusted relationships with small business clients, package loan applications, and provide hands-on business coaching. You’ll also serve as a connector between local entrepreneurs and the resources they need to grow sustainably.
Key Responsibilities
  • Build strong, trust-based relationships with small business owners, community organizations, and referral partners.
  • Provide one-on-one counseling to help clients understand financials, cash flow, and growth strategies.
  • Assist clients in preparing complete loan application packages for REDC underwriting.
  • Manage and monitor a portfolio of small business loans, offering continued guidance and support post-funding.
  • Conduct site visits to better understand client operations and business needs.
  • Lead and facilitate workshops for entrepreneurs on topics like financial literacy, business planning, and growth strategies.
  • Maintain accurate client records in Salesforce and ensure timely follow-ups.
  • Actively participate in outreach events and community engagement to strengthen REDC’s presence in Flushing.
What We’re Looking For
  • Bachelor’s degree OR equivalent experience in business, finance, or community development.
  • Knowledge and understanding of tax reports, profit & loss (P&L) statements, and account statements are required.
  • Experience in outreach and marketing (formal or informal), including promoting services or general marketing, to generate new leads is required.
  • Fluent in Mandarin Chinese and English (written and spoken).
  • 2+ years of experience in small business counseling, lending, economic development, or entrepreneurship is preferred.
  • Hands-on experience running or supporting a small business (formal or informal).
  • Strong knowledge of local businesses and community resources in Flushing.
  • Excellent communication, relationship-building, and problem-solving skills.
  • Familiarity with finance/accounting principles is a plus.
  • Proficiency in Salesforce, Google Suite, and Microsoft Office (Excel/Word).
  • Ability to multitask, manage time effectively, and adapt in a fast-paced environment.
  • Commitment to working with diverse communities and low-to-moderate-income entrepreneurs.
  • Willingness to travel within NYC (Flushing, Manhattan, and occasionally other boroughs).
How We Work:
At Renaissance, we are committed to serving the communities we support with dedication and excellence. We are a results-driven organization focused on empowerment and impact. Our employees are accountable, pragmatic, innovative, and collaborative, with a strong commitment to community service and development. We embrace strategic thinking and a commitment to treating each other and the communities we serve with respect and dignity. We have an aptitude for technology and a strong desire to continuously learn. This philosophy expands to the way we manage our work and the way we put our best foot forward.  Expectations for all staff:
  • Support efforts that ensure a safe and healthy work environment.
  • Appreciates the value of working collaboratively with individuals who bring a wide range of perspectives, experiences, and ways of thinking.
  • An understanding of how systems and structures can affect people's opportunities and experiences in different settings.
  • Maintain a positive, helpful attitude.
  • Enjoy your time at work!

Who We Are:
Renaissance’s mission is to transform low-to-moderate income (LMI) communities and under-resourced entrepreneurs in our target markets by providing affordable small business loans, training, and counseling services. We serve the New York Metro Area, including New York City, Long Island, the Mid-Hudson Valley, and New Jersey.
We are US Treasury certified Community Development Financial Institution (CDFI), Small Business Administration (SBA) Intermediary Microlender, and SBA Community Advantage (7a) lender.

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