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Financial Advisor Mandarin Jobs (NOW HIRING)

CRE Finance Council

$140 - $230/hr

... Estate (CRE) financing. This role will work closely with Relationship Managers, Credit ... Interpret and advise on federal, New York State, and applicable banking regulations affecting ...

New

Bank of America

Client Service Associate

Chandler, AZ

$14.25 - $19.75/hr

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Bilingual in Spanish, Portuguese or Mandarin. * Bachelor's Degree in a related field * Knowledge of ...

Bank of America

Client Service Associate

Chandler, AZ · On-site

$14.25 - $19.75/hr

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Bilingual in Spanish, Portuguese or Mandarin. * Bachelor's Degree in a related field * Knowledge of ...

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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 23, 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.

What is a 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.

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.

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.

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.

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 August 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.

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Bilingual Chinese Can...

JP Morgan Chase

San Francisco, CA • On-site

Full-time

Medical, Retirement

Re-posted 15 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 495 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

 
Job responsibilities
  • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients' needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment 
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
  • Bilingual Chinese Mandarin/Cantonese
  • Certified Financial Planning (CFP) certification is preferred
  • Bachelor's degree preferred

FEDERAL DEPOSIT INSURANCE ACT: 

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. 
 

INVESTMENT AND INSURANCE PRODUCTS ARE:

NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices.  We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from.  As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.

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