Summary

The Financial Advisor position is responsible for meeting with current and potential banking customers to help determine the best way to serve those customers’ needs with products and services. With a strong focus on sales and customer service, the Financial Advisor should be a true people person who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. 


Responsibilities

  • Proactively develop a client base to which appropriate wealth management products can be sold. 
  • Collect and analyze information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determine which products best meet the customer needs and circumstances.
  • Advise the customer regarding the advantages, risks, and disadvantages of different products.
  • Develop internal referral resources to identify existing customers.
  • Identify external prospects and build up new client relationships.
  • Identify cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling.
  • Understand and comply with all aspects of bank policies and practices, including laws and regulations governing the duties and responsibilities of product sales.
  • Maintain all necessary licenses and registrations as required.
  • Complete all mandatory training in a timely manner.
  • Maintain superior and courteous service to promote products and expand customer relationships.
  • Exceed customer expectations in terms of accuracy, efficiency, courtesy, and professionalism.


Qualification and Skills

  • Must speak Mandarin or Cantonese Chinese.
  • FINRA Series 7 and 63 (Required).
  • FINRA Series 65, or 66, preferred.
  • New York State Life & Health Insurance License.
  • Strong sales, marketing, and business development skills.
  • 2 years of experience in finance, insurance and/or banking.
  • College degree, preferred .
  • High ethics.
  • Strong customer service orientation and commitment to providing “WOW!” service to our internal and external customers.
  • Strong interpersonal skills, including the ability to interact and work respectfully and cooperatively with others.
  • Strong communication skills, including the ability to listen, speak and write clearly and concisely, and focus on the recipient's point of view. 
  • Commitment to lifelong learning.


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