Position InformationJob Title: Senior Wealth AdvisorDepartment: Hope Wealth Management and Investment ServicesFLSA Status: ExemptReports to: Head of Hope Wealth Management GroupFull/Part Time Status: Full TimeWork Location: Los Angeles, Dallas, Chicago, or New YorkTravel Requirement: up to 50% local travel requiredEducation/Experience RequirementsMinimum Education Level: Bachelor’s Degree PreferredMinimum Years of Experience: At least 3 to 5 years of customer-facing investment, insurance and financial services experienceCombination of Experience and Education can meet the job requirements: YesLanguage RequirementEnglish: Written: Advanced Verbal: AdvancedKorean: Written: NA Verbal: Proficient (Native Level)Computer/Systems Knowledge RequirementsMicrosoft Outlook: IntermediateMicrosoft Word: IntermediateMicrosoft Excel: IntermediateMicrosoft PowerPoint: IntermediateResponsibilities & 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 requirementsJob 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 KoreanPhysical DemandsLifting/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)OtherKeyboard/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)