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For your reference, we have included the original job posting below.
Financial Advisor
Job Number:
37795768
Company Name:
Cathay Bank
Job Location:
San Francisco, CA US
Job Categories:
Accounting & Finance Sales & Sales Management
Financial Advisor
In 1962, Cathay Bank opened for business with the mission of providing financial services to the growing but underserved Chinese-American community in the greater Los Angeles area, thus becoming the first Chinese-American bank in Southern California. Recognizing that the community it served was part of a more diverse one, Cathay Bank adopted the motto "An Open Door for All." Its rapid expansion was fueled by successive waves of immigration, burgeoning trade between America and Asia, and the economic development of the surrounding community. We are currently hiring an experienced Bilingual (English and Mandarin/Cantonese) Financial Advisor in our San Francisco market!!
Responsibilities:
? Able to meet the needs of the customers, understand their financial needs and offer solutions ? Able to protect assets from unexpected/large scale healthcare expense and from estate taxes ? Include funding for a secure retirement, child?s or grandchild?s educations, and growth above inflation and taxes ? Prospect within the financial institution by establishing relationships with customer contact associates to find appropriate customers and introduce them ? Engage in activities that enable access to those customers who may not frequently use the branch system ? Prospect outside the financial institution in order to bring in new customer relationships ? Sell effectively by establishing relationships with customers, finding their needs and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits and purchases the solution ? Engage in relationship management activities so that relationships are nurtured and expanded, additional needs are met and friends and relatives are freely referred.
Requirements:
? 3+ years of Financial Advisor experience ? Series 7 Required ? Bilingual in English and Mandarin/Cantonese required ? College degree preferred. NASD Series 6 or Series 7. ? Experience: 5-10 years experience in Wealth Management. ? Life and Health License in the State of California required ? Must display traits such as honesty, work ethic and team-orientation
