Financial Advisor (Mandarin Bilingual Preferred)

Financial Advisor / Financial Services Professional

Job Type: Part-time or Full-time

Location: Hybrid (Long Island, NY or Remote)

Pay: Competitive, with no cap on growth potential

Company Overview:

Founded in 2002, BQ Financial is a nationally recognized general brokerage agency serving the Asian-American market, with access to 30 top-rated insurance carriers offering life, health, annuity, disability, and long-term care solutions.

With 50 years of combined leadership experience, BQ was among the first general agencies to deliver multi-carrier solutions and holistic financial planning at scale to the Asian-American market.

We are best known for pioneering advanced strategies such as:

• 3-Tier Upgrade • Leverage Planning

• RILA annuities

• The Kai-Zen Series—three distinct programs designed to provide tax-free retirement income and lifelong protection through no-personal-liability leverage

As a leading agency in Kai-Zen training and support, BQ has helped agents and clients nationwide access innovative financial tools through digital platforms like ILIA since its inception.

Our Mission:

To help U.S. taxpayers—especially New Yorkers and Asian-American high earners—more than double their lifetime retirement and protection benefits through compliant, tax-efficient, low-risk, steady financial leverage with no personal liability.

Role Description

BQ Financial is seeking motivated, coachable, and people-oriented new talent to join our growing team.

As a Financial Advisor, you will work in a hybrid capacity based in Uniondale, NY, with some remote flexibility. You will help clients develop and implement financial strategies, manage and review portfolios, provide retirement and investment planning guidance, and support them in achieving their long-term financial goals.

Responsibilities include conducting client consultations, analyzing financial information, recommending suitable solutions, and monitoring plans over time to help ensure optimal outcomes while building strong, lasting client relationships.

What sets BQ Financial apart is our unique and highly competitive planning approach: a fundamental lifelong financial strategy built around our 3-Tier Upgrade Leverage Planning, suitable for taxpayers at every level.

Our system is designed to help clients:

• Put all their dollars to work together through leverage and coordination, instead of letting them compete with one another

• Increase overall benefits by 50% or more without increasing risk or premiums

• Start early through practical “bridge products” for starters and hardworking dreamers

• Save time, preserve opportunity, and qualify for advanced Kai-Zen Series strategies at the earliest possible stage

• Take a smarter shortcut toward stronger retirement, protection, and long-term financial growth

Because of these planning advantages, Blue Ocean products, and our unique competitiveness, we believe that if you are open-minded, outgoing, willing to learn, and genuinely enjoy talking with and helping people, we can train you to become a top financial services professional with unlimited earning potential—where no one can fire you but yourself.

This opportunity is especially suitable for professionals who already work directly with clients, such as CPAs, attorneys, real estate agents, and other trusted advisors, and want to expand their value, income potential, and long-term career platform. We also provide access to existing clientele for follow-up opportunities, helping qualified professionals build relationships, generate business, and grow faster from day one.

Qualifications

• Experience in financial planning, financial advisory, or related client service work

• Knowledge of retirement planning, investments, and personal finance

• Strong ability to analyze financial data and develop detailed recommendations

• Excellent interpersonal, communication, and relationship-building skills

• Self-motivation, a client-focused approach, and the ability to work both independently and collaboratively

• Proficiency with financial planning software and related tools

• Bachelor’s degree in Finance, Economics, Business, or a related field preferred

• CFP or similar professional credentials are a plus

Additional Advantage

BQ Financial covers all traditional financial and insurance products, while also offering the ability to rescue policies in trouble and enhance conventional life insurance and annuity products for better performance and value.

If you are looking for more than just a job—if you want a real career path with training, support, flexibility, and unlimited room to grow—BQ Financial may be the right place for you.