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Financial Consultant

Location: New York Region
Region: Greater New York Area
Position Title: Financial Consultant

Job Duties:

  • 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 grand child’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.

Basic Requirements:

  • NASD Series 7, 66 or 63, and California Life Insurance license required.
  • Minimum three years experience in Wealth Management or investment banking.
  • Bilingual in English and Mandarin (or Cantonese) preferred.
  • Must display traits such as honesty, work ethic and team-orientation.
  • Strong verbal & written communication, interpersonal, and presentation skills.
Please send resume and salary expectation to
Human Resources, Cathay Bank
9650 Flair Drive
El Monte, CA 91731
or fax resume to 626-454-1261

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Cathay Bank is an equal opportunity and M/F/D/V (Minority/Female/Disabled/Veteran) employer.

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