Cetera Financial Group · 1 week ago
Financial Advisor
Honolulu, HI
Full-time
Onsite
Mid Level
$40K/yr - $43K/yrCetera Financial Group is seeking a Financial Advisor to manage a book of business and maintain relationships with customers. The role involves soliciting prospective customers, selling investment products, and collaborating with branch employees to grow the investment business, requiring fluency in Mandarin and Cantonese.
AdviceFinancial ServicesRetailRetirementWealth Management
Hiring Manager
Jennifer Tedder, MBA
Responsibilities
Provides individual customer financial planning and advice utilizing advisory, insurance, annuities, and investment company products based on need
Uses engagement and discovery process to uncover client needs and uses a holistic approach to financial planning
Ensures own work and branch office is in compliance with applicable laws, regulations and guidelines
Develops a business plan to achieve sales goals and marketing activities
Conducts presentations and solicits prospective customers for investment products/services based on customer suitability
Contacts all assigned leads and branch referrals for appointments and sales presentations. Tracks and report results to branches and/or management
Conducts branch meetings and training on a regular basis and engages in huddles and activities for all assigned branches
Oversees, mentors, and trains licensed branch employees in assigned branches
Partners with bankers and regularly meets to strategize on cross-referral opportunities
Meets production and revenue goals as determined by management
Prepares and submits all required reports in a timely manner
Keeps management updated regarding customer relationships and any potential issues that may arise and reports any written or verbal complaints immediately
Participates in client appreciation events, seminars and other bank-sponsored events
Qualification
Required
Must be fluent in either Mandarin or Cantonese
Able to work during the business hours of assigned bank branches
Excellent written, verbal, interpersonal, and presentation skills to communicate effectively with both individuals and groups
Demonstrates competency in use of computer applications (MS Word, Excel, PowerPoint), email applications, and internet search engines
Holds current Hawaii Life and Health Licenses, SIE, 7, and 66 securities registrations
Valid US driver's license and access to transportation
Preferred
Fluency in both Mandarin and Cantonese is preferred
CFP, CLU, ChFC or equivalent designations is a plus
Company
Cetera Financial Group
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
Founded in 2010
1001-5000 employees
H1B Sponsorship
Cetera Financial Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (3)
2023 (5)
2022 (2)
2021 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired
Leadership Team
Michael Durbin
Chief Executive Officer
Dan Burkott
Chief Compliance Officer - Tax Channel
Recent News
2026-01-07
2026-01-07
2025-12-27
Company data provided by crunchbase