Wealth Management Advisor

2 months ago

Honolulu, Hawaii, United States Cetera Investment Services LLC Full time

The Wealth Management Advisor plays a crucial role in delivering financial guidance, investment strategies, and comprehensive planning to meet the diverse needs of both individual and corporate clients. This position involves evaluating clients' financial portfolios and objectives, offering tailored advice to help them achieve their financial aspirations.

Note: Candidates must possess a valid FINRA Series 7 and 66 (or 63/65) to be eligible for consideration.

Key Responsibilities

The Wealth Management Advisor will actively cultivate a client base for the distribution of suitable wealth management solutions. Responsibilities include:

· Gathering and assessing data related to clients' risk tolerance, financial goals, income, assets, investments, and liabilities; determining the most appropriate products to align with clients' needs

· Providing clients with insights on the benefits, risks, and limitations of various financial products

· Establishing internal referral networks to identify potential clients

· Seeking out new client opportunities and fostering relationships

· Recognizing cross-selling opportunities, including referrals to other bank representatives through effective client profiling and needs-based selling

· Adhering to all bank policies and regulations, including those governing product sales

· Maintaining all required licenses and registrations

· Completing mandatory training within designated timeframes

· Delivering exceptional service to enhance product promotion and strengthen client relationships

· Surpassing client expectations in terms of accuracy, efficiency, and professionalism

Qualifications

The ideal Wealth Management Advisor should possess a strong sales orientation and a passion for customer service, thriving in a relationship-driven environment. Candidates should be self-starters, motivated to exceed performance benchmarks.

Additional Qualifications Include:

· FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required)

· Life & Health Insurance license (Required)

· Proven sales, marketing, and business development expertise

· Minimum of 2 years of experience as a producing advisor

· Bachelor's degree preferred

Cetera Investment Services LLC is a nationally recognized self-clearing broker-dealer, registered investment adviser, and insurance agency serving clients across a wide range of institutions. We are dedicated to supporting your professional and personal goals through exceptional income potential, flexible scheduling, and comprehensive training. As part of our team, you will benefit from:

· A structured transition plan to guide you through the onboarding process

· An orientation program that introduces you to our tools and services

· Assistance with account transitions and updates

· Support in communicating with your clients during your transition

· Extensive training on our AdviceWorks technology platform

· Provision of business cards, stationery, and email setup

· Access to a wide array of marketing resources to engage current and prospective clients

If you are interested in this opportunity, please submit your resume with your application.

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