About Company
HSBC is one of the world’s largest banking and financial services organizations, serving over 40 million customers worldwide across 64 countries and territories. Our purpose is ‘Opening up a world of opportunity.’ We connect customers to opportunities, enabling businesses to thrive and economies to prosper. With a rich history of over 150 years, HSBC offers a comprehensive range of financial services including retail banking and wealth management, commercial banking, global banking and markets, and global private banking. We are committed to fostering a diverse and inclusive environment where every employee feels valued and empowered to contribute their best. Join us in making a difference in the lives of our clients and communities, and contribute to a global legacy of financial excellence and responsible banking.
Job Description
Are you a client-focused financial professional passionate about helping individuals achieve their financial aspirations? HSBC is seeking a dedicated and experienced Financial Advisor to join our dynamic team in Cape Coral, Florida. In this pivotal role, you will be instrumental in building and nurturing long-term relationships with our Premier and high-net-worth clients, providing bespoke financial planning and investment advice. Your expertise will guide clients through complex financial decisions, offering tailored solutions across investment management, retirement planning, wealth protection, and estate planning. You will be responsible for understanding each client’s unique financial landscape, risk tolerance, and goals, then crafting and implementing comprehensive strategies that align with their objectives. This role demands a proactive approach to client engagement, a deep understanding of market trends, and a commitment to upholding the highest standards of integrity and client service. You will collaborate closely with various internal teams to deliver a seamless and integrated banking experience, ensuring our clients receive best-in-class service and access to HSBC’s global capabilities. We are looking for an individual who thrives in a collaborative environment, possesses exceptional communication skills, and is driven by a genuine desire to make a tangible impact on our clients’ financial well-being. This is an exciting opportunity to advance your career with a global leader, where your contributions are recognized and your professional growth is actively supported through continuous learning and development opportunities. We champion a culture of continuous improvement and innovation, ensuring our advisors are equipped with the latest tools and insights to serve our diverse client base effectively. If you are ready to take on a challenging yet rewarding role at the forefront of financial advisory, we encourage you to apply.
Key Responsibilities
- Develop and maintain long-term relationships with clients, understanding their financial needs and goals.
- Provide comprehensive financial planning advice, including investment management, retirement planning, wealth transfer, and risk management.
- Conduct thorough financial reviews and develop personalized financial strategies tailored to individual client profiles.
- Monitor market trends and economic conditions to provide timely and relevant advice to clients.
- Collaborate with internal product specialists and banking partners to deliver holistic financial solutions.
- Ensure full compliance with all regulatory requirements and internal policies.
- Proactively identify new business opportunities and grow client portfolios through referrals and networking.
- Educate clients on various financial products and services offered by HSBC.
- Prepare and present financial plans and performance reports to clients.
Required Skills
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Minimum of 3 years of experience in financial advisory, wealth management, or a similar client-facing role within the financial services industry.
- FINRA Series 7 and Series 66 (or Series 65 and Series 63) licenses are required.
- Life, Health, and Accident insurance licenses are required.
- Proven track record of success in building and managing client relationships.
- Strong understanding of investment products, insurance, and financial planning principles.
- Excellent communication, interpersonal, and presentation skills.
- High level of integrity, professionalism, and ethical conduct.
- Ability to work independently and as part of a team in a fast-paced environment.
Preferred Qualifications
- Certified Financial Planner (CFP®) designation or equivalent advanced certification.
- Master's degree in Finance or an MBA.
- Experience with high-net-worth clients and complex financial planning scenarios.
- Fluency in multiple languages, particularly Spanish, to cater to a diverse client base in Florida.
Perks & Benefits
- Competitive salary and performance-based bonus structure.
- Comprehensive health, dental, and vision insurance.
- Generous paid time off and holidays.
- 401(k) retirement plan with company match.
- Life insurance and disability benefits.
- Tuition reimbursement and professional development programs.
- Employee assistance program.
- Global career opportunities and mobility.
- Employee discounts on banking products and services.
How to Apply
Interested candidates are encouraged to click on the application link below to submit their resume and cover letter directly through our career portal. Please ensure your application highlights your relevant experience and qualifications for this role. We look forward to reviewing your application.