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Financial Advisor Mandarin Jobs (NOW HIRING)

MICHAEL SHIEH

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Financial Advisor Assistant (Mandarin/English Bilingual)

Irvine, CA · On-site

$24 - $26/hr

Fluency in Mandarin is required, as we serve a significant Mandarin-speaking client base. In This ... Perform other duties and tasks as assigned by the Financial Advisor Required Qualifications * 1+ ...

MICHAEL SHIEH

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Financial Advisor Assistant (Mandarin/English Bilingual)

Irvine, CA · On-site

$24 - $26/hr

Fluency in Mandarin is required, as we serve a significant Mandarin-speaking client base. In This ... Perform other duties and tasks as assigned by the Financial Advisor Required Qualifications * 1+ ...

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 ...

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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 Aug 2, 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 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor Assistant (Mandarin/English Bilingual)

MICHAEL SHIEH

Irvine, CA • On-site

$24 - $26/hr

Part-time

Medical, Dental, Vision

Posted 10 days ago

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Job description

About This Role

An independent financial advisory practice affiliated with an independent broker-dealer is seeking a Financial Advisor Assistant to support with day-to-day client service and office operations. We exist to help our clients build toward a retirement free from money worry — and we care just as much about helping the people on our team build real careers along the way. This is an in-person, client-facing role based in our Irvine office, best suited to someone who brings genuine optimism to their work, values steady, consistent effort that compounds over time, adapts without giving up on the goal, and takes real pride in doing right by the people they serve. Fluency in Mandarin is required, as we serve a significant Mandarin-speaking client base.

In This Role You Will

• Serve as a point of contact for clients via phone, email, and in person — in both English and Mandarin

• Schedule and prepare for client and prospect meetings, including agendas and follow-up materials

• Process new account paperwork, transfers, beneficiary updates, and other account servicing forms

• Maintain and update client records in the CRM, keeping contact information, notes, and workflows current

• Prepare client review packets and correspondence ahead of meetings

• Coordinate with the broker-dealer and custodian on account servicing requests

• Support client onboarding, filing, and recordkeeping to meet firm and broker-dealer compliance requirements

• Assist with marketing efforts and client events

• Perform other duties and tasks as assigned by the Financial Advisor

Required Qualifications

• 1+ year of office administrative or client service experience

• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

Desired Qualifications

• Financial services industry experience — banking, wealth management, insurance, or similar

Growth & Development

We're looking for someone who wants to grow with us long-term. For the right fit, there's room to take on more over time — potentially including support toward licensing as your role and our practice evolve together.

Job Expectations

• Employment is contingent upon successful completion of a background check, required by our broker-dealer, conducted after a conditional offer of employment

• This role is also subject to our broker-dealer’s ongoing regulatory requirements, including but not limited to periodic screening.

• This position is not eligible for visa sponsorship

Benefits

• Monthly reimbursement toward medical, dental, and vision premiums

• Paid sick leave and paid federal holidays

Equal Opportunity

Michael Shieh provides equal employment opportunity to all applicants without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, military or veteran status, or any other characteristic protected by applicable federal, state, or local law.