Career Opportunities

Join the US35 Team: Where Innovation Meets Excellence
At US35, we are dedicated to transforming the wealth management industry through cutting-edge strategies, unparalleled client service, and a commitment to delivering results. Our success is driven by a team of passionate, innovative, and talented individuals who share our vision of redefining the future of financial services.

We pride ourselves on fostering an inclusive and collaborative culture where every team member is empowered to grow and excel. At US35, your ideas are valued, your contributions are celebrated, and your career is supported through continuous learning opportunities and mentorship programs.

Why Work at US35?

  • Impactful Work: Be a part of a company that makes a real difference in clients' lives by offering tailored wealth management solutions.

  • Professional Growth: Access industry-leading training and career development programs.

  • Innovative Culture: Collaborate with some of the brightest minds in the industry in a forward-thinking environment.

  • Comprehensive Benefits: Enjoy competitive compensation, healthcare benefits, and flexible working arrangements.

Are you ready to make your mark in the financial world? Explore our career opportunities and join the US35 team today!

加入 US35 团队:创新与卓越的交融

在 US35,我们致力于通过尖端战略、无与伦比的客户服务和对成果的承诺来改变财富管理行业。我们的成功由一支充满激情、创新和才华横溢的团队推动,他们与我们有着共同的愿景,即重新定义金融服务的未来。

我们为培育一种包容和协作的文化而自豪,在这种文化中,每个团队成员都有权成长和出类拔萃。在 US35,您的想法受到重视,您的贡献受到赞扬,并通过持续的学习机会和指导计划为您的职业生涯提供支持。

为什么要在 US35 工作?

有影响力的工作:成为一家通过提供量身定制的财富管理解决方案真正改变客户生活的公司的一员。

专业成长:获得行业领先的培训和职业发展计划。

创新文化:在前瞻性的环境中与业内一些最聪明的人合作。

综合福利:享受有竞争力的薪酬、医疗福利和灵活的工作安排。

您准备好在金融界崭露头角了吗?探索我们的职业机会,立即加入 US35 团队!

Positions

External Marketing Specialist, Client Advisor, CRM Specialist, Salesperson, Account Executive

Focused Geographies for Remote Job: [China, Hong Kong, Singapore, Taiwan, Malaysia, Ukraine, UAE, Saudi Arabia, Myanmar, Thailand, Mexico, India, Japan, South Korea, Australia, France, UK, Italy, Belgium, Norway, Switzerland ] |

Remote options available

Type: Part-Time/Full-Time/Remote

About the Role
US35 is seeking several dynamic and results-driven External Marketing Specialists, Client Advisors, CRM Specialists, Salespersons, Account Executives to join our efforts in building and strengthening our brand presence across various geographies. In those roles, you will develop and execute marketing strategies to attract new clients, enhance brand awareness, and establish US35 as a global impact in the wealth management industry.

Key Responsibilities

  • Strategy Development: Design and implement comprehensive external marketing strategies that align with US35’s mission and objectives.

  • Content Creation: Craft compelling content, including blogs, social media posts, email campaigns, and press releases, to engage target audiences.

  • Campaign Management: Plan, execute, and monitor multi-channel marketing campaigns to drive brand awareness and lead generation.

  • Analytics & Reporting: Measure campaign performance using analytics tools and provide actionable insights to optimize marketing efforts.

  • Partnerships & Events: Collaborate with industry organizations, attend events, and establish partnerships to boost brand visibility.

  • Brand Management: Ensure consistency in brand messaging across all external communications.

Qualifications

  • All types of degrees welcome.

  • No finance experience required.

  • Proficiency in digital marketing, content creation, and campaign management.

  • Good analytical skills and experience with marketing tools and social platforms

  • Proficiency In Software such as: Bloomberg Terminal, Tableau, Excel, Power BI, Powerpoint, Word, Microsoft Office, Google Drive For Business, Canva.

  • Good communication and interpersonal skills.

  • Ability to speak a second language is a plus. English, Chinese (Mandarin), Chinese (Cantonese), Chinese (Shanghainese), Hong Kong Dialect, French, Spanish, Arabic, Japanese, Korean.

  • Experience in maintaining customer relations.

  • Ability to work independently and as part of a team in a fast-paced environment.

What We Offer

  • A collaborative and inclusive workplace.

  • Opportunities for career advancement.

  • Chance to work in a global environment and deal with clients both in person and remotely.

  • Competitive salary and performance-based bonuses.

  • Health, wellness, and retirement benefits, 401K match, dental.

Recommended Reading List:

  • The World Is Flat by Thomas L. Friedman

  • Globalization: A Very Short Introduction by Manfred B. Steger

  • Globalization and Its Discontents by Joseph E. Stiglitz

  • The Intelligent Investor By Benjamin Graham

  • Cross-Border Investment Withholding Tax: A Practical Guide for Investors and Intermediaries by Ross K. McGill

  • One Up On Wall Street by Peter Lynch

  • Poor Charlie’s Almanack by Charlie Munger

  • Essays Of Warren Buffett by Warren Buffett & Lawrence Cunningham

  • Principles: Life And Work By Ray Dalio

How to Apply
Ready to take the next step in your career? Submit your resume and a cover letter to nancyli@us35global.com. We look forward to hearing from you!

At US35, we are proud to be an equal-opportunity employer and are committed to creating a diverse and inclusive environment for all employees.

职位

外部营销专家、客户顾问、客户关系管理专家、销售人员、客户经理

远程工作重点地区:[中国、香港、新加坡、台湾、马来西亚、乌克兰、阿联酋、沙特阿拉伯、缅甸、泰国、墨西哥、印度、日本、韩国、澳大利亚、法国、英国、意大利、比利时、挪威、瑞士] |

提供远程选项

类型:兼职/全职/远程

关于职位US35 正在寻找几位充满活力且注重结果的外部营销专家、客户顾问、客户关系管理专家、销售人员、客户经理,与我们一起努力在各个地区建立和加强我们的品牌影响力。在这些职位上,您将制定和执行营销策略以吸引新客户、提高品牌知名度,并确立 US35 在财富管理行业的全球影响力。

主要职责

战略制定:设计和实施符合 US35 使命和目标的全面外部营销策略。

内容创作:制作引人入胜的内容,包括博客、社交媒体帖子、电子邮件活动和新闻稿,以吸引目标受众。

活动管理:计划、执行和监控多渠道营销活动,以提高品牌知名度和潜在客户生成。

分析和报告:使用分析工具衡量活动效果并提供可操作的见解以优化营销工作。

合作伙伴关系和活动:与行业组织合作,参加活动并建立合作伙伴关系以提高品牌知名度。

品牌管理:确保所有外部沟通中品牌信息的一致性。

资格

欢迎所有类型的学位

无需经验

精通数字营销、内容创建和活动管理。

良好的分析能力和营销工具和社交平台使用经验

良好的沟通和人际交往能力。

能够在快节奏的环境中独立工作和作为团队的一员工作。

我们提供什么:

一个协作和包容的工作场所。

职业发展机会。

有竞争力的薪水和基于绩效的奖金。

健康、保健和退休福利。

推荐阅读:

《世界是平的》(托马斯·L·弗里德曼著)

《全球化:非常简短的导论》(曼弗雷德·B·斯蒂格著)

《全球化及其不满》(约瑟夫·E·斯蒂格利茨著)

《聪明的投资者》(本杰明·格雷厄姆著)

《跨境投资预扣税:投资者和中介机构实用指南》(罗斯·K·麦吉尔著)

《胜过华尔街》(彼得·林奇著)

《穷查理年鉴》(查理·芒格著)

《沃伦·巴菲特随笔》(沃伦·巴菲特与劳伦斯·坎宁安著)

《原则:生活与工作》(雷·达里奥著)

如何申请准备好迈出职业生涯的下一步?请将您的简历和求职信发送至 nancyli@us35global.com。我们期待您的来信!

在 US35,我们很自豪能成为一家提供平等机会的雇主,并致力于为所有员工创造多元化和包容性的环境。

推薦閱讀:

《世界是平的》(托馬斯·L·弗里德曼著)

《全球化:非常簡短的導論》(曼弗雷德‧B‧史蒂格著)

《全球化及其不滿》(約瑟夫‧E‧史蒂格利茨著)

《聰明的投資者》(班傑明‧葛拉漢著)

《跨國投資預扣稅:投資者與中介機構實用指南》(羅斯‧麥吉爾著)

《勝過華爾街》(彼得林區著)

《窮查理年鑑》(查理‧蒙格著)

《巴菲特隨筆》(巴菲特與勞倫斯坎寧安著)

《原則:生活與工作》(雷·達裡奧著)

Job Posting: Financial Analyst

Position: Financial Analyst
Location: Remote options available
Type: Part-Time/Full-Time

About the Role
US35 is seeking a detail-oriented and analytical Financial Analyst to join our team. This role involves providing key insights and financial analysis to support our decision-making processes, helping drive the success of our wealth management strategies. The ideal candidate will have a strong foundation in finance, economics, or accounting and a passion for uncovering actionable data trends.

Key Responsibilities

  • Financial Modeling: Build and maintain financial models to analyze business performance and forecast future trends.

  • Reporting: Prepare monthly, quarterly, and annual financial reports, highlighting insights and recommendations for leadership.

  • Data Analysis: Analyze financial data and market trends to support investment strategies and business initiatives.

  • Budgeting & Forecasting: Assist in preparing budgets and forecasts, ensuring alignment with strategic objectives.

  • Risk Assessment: Evaluate financial risks and opportunities, providing data-driven recommendations.

  • Collaboration: Work closely with cross-functional teams to provide financial insights and support business planning.

Qualifications

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

  • Experience in financial analysis or a related role.

  • Strong proficiency in Excel and experience with financial modeling and analysis tools.

  • Knowledge of financial reporting standards and budgeting processes (GAAP, IFRS).

  • Experience with US regulatory environment and compliance standards such as SEC Filings, FINRA, MSRB, FDIC, Federal Reserve State System, SIPC.

  • Excellent problem-solving and analytical skills.

  • Strong written and verbal communication skills.

  • Attention to detail and ability to manage multiple tasks in a fast-paced environment.

Preferred Skills

  • Experience with financial software such as Bloomberg, QuickBooks, or SAP.

  • Microsoft Office, Tableau, Power BI, R Studio, Stata, MatLab, Python, Google Drive For Business.

  • Knowledge of wealth management and investment principles.

  • CFA or CPA certification (or progress towards certification) is a plus.

What We Offer

  • A supportive and collaborative team environment.

  • Opportunities for professional development and career growth.

  • Competitive compensation package, including performance-based bonuses (year end).

  • Very comprehensive health, wellness, and retirement benefits.

How to Apply
Ready to take the next step in your career? Submit your resume and a cover letter to nancyli@us35global.com. We look forward to hearing from you!

At US35, we are proud to be an equal-opportunity employer and are committed to creating a diverse and inclusive environment for all employees.

招聘信息:财务分析师

职位:财务分析师地点:远程选项可用类型:兼职/全职

关于职位US35 正在寻找一位注重细节和分析能力的财务分析师加入我们的团队。该职位涉及提供关键见解和财务分析以支持我们的决策过程,帮助推动我们的财富管理战略取得成功。理想的候选人应具有扎实的金融、经济或会计基础,并热衷于发现可操作的数据趋势。

主要职责

财务建模:建立和维护财务模型以分析业务绩效并预测未来趋势。

报告:准备每月、每季度和每年的财务报告,重点介绍对领导层的见解和建议。

数据分析:分析财务数据和市场趋势以支持投资策略和业务计划。

预算和预测:协助编制预算和预测,确保与战略目标保持一致。

风险评估:评估财务风险和机会,提供数据驱动的建议。

协作:与跨职能团队密切合作,提供财务见解并支持业务规划。

资格

经济学、金融、会计或相关领域的学士学位优先

具有财务分析或相关角色经验。

熟练掌握 Excel 并具有使用财务建模和分析工具的经验。

了解财务报告标准和预算流程。

出色的解决问题和分析能力。

良好的书面和口头沟通能力。

注重细节并能够在快节奏的环境中管理多项任务。

首选技能

具有使用 Bloomberg、QuickBooks 或 SAP 等财务软件的经验。

了解財務報告準則和預算流程(GAAP、IFRS)。

熟悉美國監管環境和合規標準,例如 SEC 備案、FINRA、MSRB、FDIC、聯邦儲備州系統、SIPC

了解财富管理和投资原则。

获得 CFA 或 CPA 认证(或正在获得认证)者优先。

我们提供的服务

支持性和协作性的团队环境。

专业发展和职业成长的机会。

有竞争力的薪酬方案,包括基于绩效的奖金。

全面的健康、保健和退休福利。

如何申请准备好迈出职业生涯的下一步了吗?将您的简历和求职信发送至 nancyli@us35global.com。我们期待您的来信!

在 US35,我们很自豪能成为一家提供平等机会的雇主,并致力于为所有员工创造多元化和包容性的环境。

招募資訊:財務分析師

職位:財務分析師地點:遠端選項可用類型:兼職/全職

關於職位US35 正在尋找一位注重細節和分析能力的財務分析師加入我們的團隊。該職位涉及提供關鍵見解和財務分析以支持我們的決策過程,幫助推動我們的財富管理策略取得成功。理想的候選人應具有紮實的金融、經濟或會計基礎,並熱衷於發現可操作的數據趨勢。

主要職責

財務建模:建立和維護財務模型以分析業務績效並預測未來趨勢。

報告:準備每月、每季和每年的財務報告,重點介紹對領導層的見解和建議。

數據分析:分析財務數據和市場趨勢以支持投資策略和業務計劃。

預算與預測:協助編制預算和預測,確保與策略目標一致。

風險評估:評估財務風險和機會,提供數據驅動的建議。

協作:與跨職能團隊密切合作,提供財務見解並支援業務規劃。

資格

經濟學、金融、會計或相關領域的學士學位優先

具財務分析或相關角色經驗。

熟練 Excel 並具有使用財務建模和分析工具的經驗。

了解財務報告標準和預算流程。

優秀的解決問題和分析能力。

良好的書面和口頭溝通能力。

注重細節並能夠在快節奏的環境中管理多項任務。

首選技能

具有使用 Bloomberg、QuickBooks 或 SAP 等財務軟體的經驗。

了解財務報告準則和預算流程(GAAP、IFRS)。

熟悉美國監管環境和合規標準,例如 SEC 備案、FINRA、MSRB、FDIC、聯邦儲備州系統、SIPC

了解財富管理和投資原則。

由 CFA 或 CPA 認證(或正在獲得認證)者優先。

我們提供的服務

支持性和協作性的團隊環境。

專業發展和職業成長的機會。

有競爭力的薪酬方案,包括以績效為基礎的獎金。

全面的健康、保健和退休福利。

如何申請準備好邁出職涯的下一步了嗎?將您的履歷和求職信發送至 nancyli@us35global.com。我們期待您的來信!

在 US35,我們很自豪能成為一家提供平等機會的雇主,並致力於為所有員工創造多元化和包容性的環境。