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  • Tysons, VA

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Financial Consultant (Bilingual)

CAFA-DC • Tysons, VA

Posted 2 months ago

Job Snapshot

Travel - Negligible
Experience - 1 years
$20,000 - $70,000/Year

Job Description

Founded in 2014, CAFA-DC commits to providing superior quality in comprehensive financial consulting, financial education, and marketing solutions to worldwide clients. 

CAFA-DC provides additional training for ambitious self-starters to launch a career in financial services, and you’ll earn an opportunity to unleash your potential in wealth management and risk management. 

Job Requirements

Key Responsibilities

  • Build relationship with prospective clients
  • Provide financial education to people
  • Assess client's' financial situation
  • Prepare financial plan matching client’s goals
  • Build, grow and maintain client base
  • Serve current clients and earn referrals


  • 1-5 year experience in customer service, sales/marketing, or financial industry
  • Personality: Results-driven, self-starter, self-confidence, integrity and good work ethic
  • Excellent communication and presentation skills
  • Authorized to work in the US
  • Proficiency in Microsoft Office Suite
  • Knowledge of financial products and service
  • Have a Driver’s License

Preferred Skills 

  • Fluent in English/Chinese or English/Hindi 
  • Certificate: FINRA S6, S63, Insurance license, CFP 
  • Bachelor degree and/or above from an accredited college 

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