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Central Pacific Bank · 1 day ago

Wealth Advisor I/II

Honolulu, HI, US

Full-time

Onsite

Entry, Mid Level

$36K/yr - $36K/yr

2+ years exp

Central Pacific Bank is seeking a Wealth Advisor I/II to provide professional investment and life insurance advice while developing new business relationships. The role involves achieving financial goals, maintaining compliance, and enhancing the knowledge of employees regarding financial products.

BankingFinancial Services

Responsibilities

Participate in Bank sponsored internal/external events

Participate in Bank sponsored focus groups, initiatives, campaigns (lead or actively participate)

Production: Achieve budgeted amount of fee income based upon territory size, number of years of experience, and industry averages

Help business partners achieve their Investment Service fee income goals

Budget Goals: Help maintain expenses within approved budgets and support WA’s towards fee income goals

Efficiency: Complete required and requested reports on time and accurately

Actively seek opportunities to help prospects and customers and strengthen relationships through introductions and referrals to Wealth Management, Commercial & Consumer Divisions

Demonstrate the Bank’s core values by recognizing and being recognized by internal/external clients

Maintain internal service standards

Responsible for following internal procedures to achieve satisfactory internal, LPL, FDIC audits

Comply in a timely manner with all compliance requests

Keep abreast of regulatory and industry developments

Adhere to Bank policies and procedures

Attend required and elective training and workshops

Participate in a non-profit organization

Participate in professional group/organization

Obtain industry designations to broaden product/service skillset for financial planning, insurance, and fee-based platforms

Qualification

Financial PlanningInvestment ProductsInsurance LicensesSales ExperienceCustomer Relationship ManagementActive ListeningOral CommunicationWritten CommunicationTeam Leadership

Required

High School Diploma or GED equivalency required

2+ years of experience in sales and delivery of financial planning, personal investment, and insurance products required for Wealth Advisor I

3+ years of experience in sales and delivery of financial planning, personal investment, and insurance products required for Wealth Advisor II

Insurance and securities licenses required

State of Hawaii Life, Health, and Disability Insurance license required

Producer (Agent Preferred) License required

Fully Licensed in FINRA including Series 7, 63, 65, or 66 required

Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated

Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications

Must be able to clearly communicate verbally and in writing with all internal and external customers

Must also be able to hear sufficiently to engage in daily discussions and interactions

Must be able to read and understand bank-related documents

Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time

Must also be able to adapt to different work environments as needed to perform the job