Wealth (Financial) Advisor - LA or NY Locations

Minimum Education Level: Bachelor's Degree Preferred

Minimum Years of Experience: At least 3 to 5 years of customer-facing investment, insurance and financial services experience

Combination of Experience and Education can meet the job requirements: Yes

Language Requirement

English: Written: Advanced Verbal: Advanced

Korean: Written: NA Verbal: Proficient (Native Level)

Computer/Systems Knowledge Requirements

Microsoft Outlook: Intermediate

Microsoft Word: Intermediate

Microsoft Excel: Intermediate

Microsoft PowerPoint: Intermediate

Responsibilities & Duties

• Acquiring clients through various networking/prospecting/referral activities

• Creating and updating a profile for each client by reviewing his/her current financial situation, as well as short- and long-term financial goals

• Providing a high level of comprehensive and customized investment strategies to clients

• Representing the Bank by becoming active in the community. Actively participate in service organizations, community activities, etc. to promote a positive bank image and to generate new business leads.

• Developing and maintaining relationships with bank personnel to expand their understanding of wealth management services and to stimulate referrals

• Complying with all regulatory and compliance requirements

Job Qualifications/Requirements

• Required: At least 3 to 5 years of customer facing investments, insurance and financial services experience

• Required: Qualified candidates must have a proven track record of exceptional ability to grow revenue, assets and client base

• Required: Excellent communication and organizational skills

• Required: Series 7, 66 and Life and Health Licenses

• Required: High achiever with entrepreneurial spirit

• Preferred: Bachelor's degree strongly preferred

• Preferred: Fluency in Korean

Physical Demands

Lifting/Carrying:

Under 10lbs: Occasional (1%-33% of the time)

Under 20 lbs: Occasional (1%-33% of time)

Pushing/Pulling:

Under 20 lbs: Occasional (1%-33% of time)

Twisting/Turning:

Reach over shoulder: Rarely (Less than 1 hour per week)

Reach over head: Rarely (Less than 1 hour per week)

Reach Outward: Rarely (Less than 1 hour per week)

Climb: Rarely (Less than 1 hour per week)

Crawl: Rarely (Less than 1 hour per week)

Kneel: Rarely (Less than 1 hour per week)

Squat: Rarely (Less than 1 hour per week)

Sit: Constant (Over 66% of time)

Walk-Normal Surfaces: Frequent (34%-66% of time)

Walk-Uneven Surfaces: Rarely (Less than 1 hour per week)

Stand: Frequent (34%-66% of time)

Bend: Frequent (34%-66% of time)

Other

Keyboard/Ten Key: Constant (Over 66% of time)

Fingering (fine dexterity): Constant (Over 66% of time)

Handling (grasping, holding): Constant (Over 66% of time)

Repetitive Motion - Hands: Occasional (1%-33% of time)

Repetitive Motion - Feet: Occasional (1%-33% of time)