Wealth Management Specialist
6 days ago
Job Summary:
We are seeking a highly skilled Wealth Management Specialist to join our team at Central Pacific Bank. As a key member of our wealth management team, you will be responsible for providing professional investment and life insurance advice to our clients, developing new business relationships, and enhancing the bank's employees' knowledge of these products.
Key Responsibilities:
- Provide comprehensive financial planning and investment advice to clients
- Develop and maintain strong relationships with clients and internal stakeholders
- Stay up-to-date with industry developments and regulatory requirements
- Collaborate with colleagues to achieve business goals and objectives
Requirements:
- Bachelor's degree in Business or equivalent
- 3+ years of experience as a Wealth Advisor in the sales and delivery of financial planning, personal investment, and insurance products
- Experience in a financial institution
Working Conditions:
The ideal candidate will be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. They will also be able to adapt to different work environments as needed to perform the job.
Equal Employment Opportunity:
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
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