Wealth Relationship Advisor

HSBC; San Francisco (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Wellness Hub

Volunteerism policy

Matching gift program

Tailored professional development opportunities

Job summary

HSBC is hiring in San Francisco for a role focused on providing financial solutions to a portfolio of clients. Ideal candidates will bring meaningful experience in financial sales, particularly in wealth management, and should possess Series 7 and 63 or equivalent licenses.

This role involves conducting full needs assessments and recommending banking, investment, and insurance products tailored to clients' individual needs. Benefits include a competitive pay package and wellness programs.

Qualifications

• Experience in nontraditional banking financial sales.
• Expert knowledge in wealth planning and products.
• Ability to deliver needs-based solutions.

Responsibilities

• Provide financial solutions to clients.
• Identify product opportunities within existing clients.
• Conduct needs assessments for Wealth customers.

Skills

Financial sales experience

Wealth management expertise

Client communication skills

Relationship deepening skills

Business development

Self-motivation

Education

Series 7, 63, 65 or 66 licenses

Life and Health insurance licenses

Job description

HSBC is hiring in San Francisco for a role focused on providing financial solutions to a portfolio of clients. Ideal candidates will bring meaningful experience in financial sales, particularly in wealth management, and should possess Series 7 and 63 or equivalent licenses.

This role involves conducting full needs assessments and recommending banking, investment, and insurance products tailored to clients' individual needs. Benefits include a competitive pay package and wellness programs.