Associate Wealth Advisor - Plaza

Central Pacific Bank•Honolulu, HI

About The Position

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. Provides logistical, analytical, and clerical sales support to the Wealth Advisors, if the position is with a Wealth Advisor Team. 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.

Requirements

High School Diploma or GED equivalency required.
4+ years of experience in Retail financial sales and servicing required.
Series 7 license required.

Nice To Haves

Bachelor’s Degree from an accredited 4-year university, preferably in a related field preferred.

Responsibilities

Provide professional investment and life insurance advice to the retail and small business market.
Prospect retail and small business markets for new customer.
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.
Help maintain expenses within approved budgets and support WA’s towards fee income goals.
Complete required and requested reports on time and accurately.
Wealth Advisor Support: Responsible for opening new accounts, performing account transfers, assisting Wealth Advisor with office files, following up on account numbers, incoming transfers, missing items, verifying monetary transactions, placing orders, and other items that increase production.
Customer Support: Responsible for assisting customers with servicing issues, such as account maintenance, check orders, record changes, researching customer inquiries, etc.
Participate in Bank sponsored Internal/external events.
Participate in Bank sponsored focus groups, initiatives, campaigns.
Provide analytical, logistical, and clerical support for sales and special projects, including sales campaigns, investment seminars, trade shows and other activities to promote sales opportunities, with efficiency and cost-effectiveness for Investment Services and business partners.
Demonstrate core values teamwork, integrity, exceptional services by recognizing and being recognized by internal/external clients.
Maintain internal service standards.
Actively seek opportunities to help prospects and customers and strengthen relationships through introductions and referrals to Wealth Management, Commercial & Consumer Divisions.
Responsible for following internal procedures to achieve satisfactory internal, LPL, FDIC audits.
Comply in a timely manner with all compliance requests.
Adhere to Bank policies and procedures.
Keep abreast of regulatory and industry developments.
Attend required and elective training and workshops.
Participate in professional group/organization.
Obtain industry designations to broaden product/service skillset for financial planning, insurance and fee-based platforms.