Central Pacific Investment Services Wealth Advisor
Position Function:
Provide professional investment and life insurance advice including comprehensive financial planning to the wealth management, commercial and small business markets; developing new business relationships in those markets; and enhancing the Central Pacific's employees' overall knowledge of these products in accordance with the bank's strategic business plans.
Multiple levels available based on qualifications.
Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a Voyaging Spirit and being Positively Ohana.
Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.
Primary Accountabilities:
Team Focused Leadership:
Participate in Bank sponsored internal/external events Participate in Bank sponsored focus groups, initiatives, campaigns (lead or actively participate)Financial Results and Efficiencies:
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 accuratelyRelationship Banking:
Actively seek opportunities to help prospects and customers and strengthen relationships through introductions and referrals to Wealth Management, Commercial & Consumer Divisions Demonstrate core values (TIES) teamwork, integrity, exceptional service by recognizing and being recognized by internal/external clients Maintain internal service standardsRisk Management/Compliance:
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 proceduresPersonal/Professional Development:
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 platformsMinimum
Qualifications:
Education:
High School Diploma Bachelor's Degree in Business, or equivalent knowledge
Experience:
3
years of experience as a Wealth Advisor in the sales and delivery of financial planning, personal investment and insurance products Experience working in a financial institution preferredLicenses and Certifications:
State of Hawaii Life, Health and Disability Insurance Producer (Agent Preferred) License Fully Licensed in FINRA including Series 7, 63, 65 or 66Physical Requirements & Working Conditions:
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.
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.
Recommended Skills Active Listening Adaptability Audio Equipments Auditing Empowerment Finance Estimated Salary: $20 to $28 per hour based on qualifications.
Provide professional investment and life insurance advice including comprehensive financial planning to the wealth management, commercial and small business markets; developing new business relationships in those markets; and enhancing the Central Pacific's employees' overall knowledge of these products in accordance with the bank's strategic business plans.
Multiple levels available based on qualifications.
Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a Voyaging Spirit and being Positively Ohana.
Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.
Primary Accountabilities:
Team Focused Leadership:
Participate in Bank sponsored internal/external events Participate in Bank sponsored focus groups, initiatives, campaigns (lead or actively participate)Financial Results and Efficiencies:
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 accuratelyRelationship Banking:
Actively seek opportunities to help prospects and customers and strengthen relationships through introductions and referrals to Wealth Management, Commercial & Consumer Divisions Demonstrate core values (TIES) teamwork, integrity, exceptional service by recognizing and being recognized by internal/external clients Maintain internal service standardsRisk Management/Compliance:
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 proceduresPersonal/Professional Development:
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 platformsMinimum
Qualifications:
Education:
High School Diploma Bachelor's Degree in Business, or equivalent knowledge
Experience:
3
years of experience as a Wealth Advisor in the sales and delivery of financial planning, personal investment and insurance products Experience working in a financial institution preferredLicenses and Certifications:
State of Hawaii Life, Health and Disability Insurance Producer (Agent Preferred) License Fully Licensed in FINRA including Series 7, 63, 65 or 66Physical Requirements & Working Conditions:
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.
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.
Recommended Skills Active Listening Adaptability Audio Equipments Auditing Empowerment Finance Estimated Salary: $20 to $28 per hour based on qualifications.
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