You will focus on acquiring, developing, advising, and retaining a portfolio of clients through strong fundamentals in wealth planning, providing solutions based on each client's objectives, risk tolerance, and asset allocations.

Key responsibilities include:

• Providing financial solutions and opportunities across a portfolio of high-value clients
• Increasing wallet share within existing relationships and identifying product opportunities
• Conducting full needs assessments and recommending banking, investment, and insurance solutions aligned to objectives and risk tolerance
• Building asset allocation recommendations that reflect each client's goals and suitability considerations
• Developing and maintaining an active prospect pipeline to support portfolio growth
• Representing HSBC in community organizations and activities to strengthen visibility and referral networks

Requirements:

• FINRA Series 7 and 66 (or 63 and 65) licensing required
• Life and Health insurance licenses or willingness to sponsor
• Spanish and Vietnamese are additional languages that provide added value
• Meaningful experience in non-traditional banking financial sales, including making client recommendations and increasing sales
• Expert knowledge of wealth planning and wealth products
• Ability to interpret macroeconomic, microeconomic, and local market developments and apply insights to client needs
• Knowledge of Anti-Money Laundering and relevant US regulatory governance

This role offers a competitive pay and benefits package, including a robust Wellness Hub, and a welcoming and inclusive work environment.

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