We are looking for the best and the brightest to join our team. These are the kinds of individuals who will succeed at Taurus Financial:

• Self-driven quick learner. Believe in constant learning is their responsibility and part of their jobs
• Listeners. Doers. Communicators.
• Problem-solvers who can size up obstacles and seize momentum
• Team players who build shared vision and accept full responsibility for making it happen

We are in the industry of wealth management and financial advisory – if you are not sure whether you want to join these 2 industries, to help you make a better-informed decision, please carefully read the two articles below before you apply. These two articles cover Financial Advisor industry trend, career path, desired skillsets to progress, and compensation expectation.

How much Financial Advisors make

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Financial Advisor Career Track Progression

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We are looking for professionals who can thrive in a fast-paced environment, have attention to detail, strong communication skills, an entrepreneurial spirit and dedication. Able to apply your product knowledge and wealth management talents to deliver clients with individualized and comprehensive advice.

An intensive and rigorous training and development program will be provided. The candidate will initially begin in a Client Services or Investment Operations role and then rotate through various functional divisions, including Investment, Trading, Marketing, Financial Planning, and Retirement Plan Management. The program is structured into three phases:

Phase 1:

A three-month internship/probation period will be provided. During this time, the candidate is expected to perform daily operational tasks effectively and gain a solid understanding of our business and products to successfully complete the probation period.

Phase 2:

A six-month training period will be provided. By the end of this period, the candidate is expected to:

• Confidently answer the majority of clients’ non-investment-related questions.
• Develop a deep understanding of all financial products and instruments utilized in client accounts.
• Proficiently use tax and planning software to prepare detailed reports for financial planning meetings.
  

Phase 3:

One to two year final stage. The candidate is expected to:

• Confidently answer clients’ investment or planning-related questions.
• Develop subject matter expertise in at least one of the following areas: financial planning, trading and investment management, insurance, retirement plans or employee benefits. 
• Potential to transition into a role as a Financial Advisor, Financial Planner, or Investment Manager.
  

• Due to financial services industry compliance and regulatory requirement, and the fact that you will be handling clients' assets and personal information, extreme accuracy and attention to details are required
• Ability to work full-time
• Fluent in both English and Mandarin
• Ability to multitask and take initiative
• Excellent organizational and time management skills
• Accounting/Business/Finance/marketing major preferred. 0-5 years’ work experience
• Hold Bachelor’s degree or up. Master’s degree or above is preferred
• Working knowledge of Microsoft Word, Excel, Power point and Outlook Email
• Good understanding and knowledge in financial instruments are strongly preferred
• CFP, CFA, CPA certificate holders are strongly preferred

• We sponsor H1(b), H1(b) transfer and Green card.
• Health insurance and retirement plan are provided.
• We sponsor FINRA exams.

Please submit your resume to info@taurus-fin.com if you are interested.