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Investment Sales Executive

  • Posted: over a month ago
  • Other
Job Description

Position Function:

Provide professional investment and life insurance advice including comprehensive financial planning to existing book of clients. Cultivate client referrals from existing clients and external centers of influence. May be asked to partner with wealth management, commercial and small business markets; developing new business relationships in those markets; and enhancing the Central Pacific's employees' overall knowledge of these products in accordance with the bank's strategic business plans.

Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.

Primary Accountabilities:

Financial Results and Efficiencies

  • Production: Achieve budgeted amount of fee income based upon external book of business, number of years of experience, and industry averages
  • Help business partners achieve their Investment Service fee income goals
  • Budget Goals: Help maintain expenses within approved budgets and support WA’s towards fee income goals
  • Efficiency: Complete required and requested reports on time and accurately

Risk Management/Compliance

  • Responsible for following internal procedures to achieve satisfactory internal, LPL, FDIC audits
  • Comply in a timely manner with all compliance requests
  • Keep abreast of regulatory and industry developments
  • Adhere to Bank policies and procedures

Relationship Banking

  • Actively seek opportunities to help prospects and customers and strengthen relationships through introductions and referrals to Wealth Management, Commercial & Consumer Divisions
  • Demonstrate core values (TIES) teamwork, integrity, exceptional service by recognizing and being recognized by internal/external clients
  • Maintain internal service standards

Team Focused Leadership

  • Participate in Bank sponsored internal/external events
  • Participate in Bank sponsored focus groups, initiatives, campaigns (lead or actively participate)

Personal/Professional Development

  • Attend required and elective training and workshops
  • Participate in a non-profit organization
  • Participate in professional group/organization
  • Obtain industry designations to broaden product/service skillset for financial planning, insurance and fee based platforms

Minimum Qualifications:


  • High School Diploma or equivalent required.
  • Bachelor’s Degree in business or related field of study preferred.


  • 10+ years of experience as a Wealth Advisor in the sales and delivery of financial planning, personal investment, and insurance products.
  • Previous work experience in a financial institution preferred.

Physical Requirements & Working Conditions:

  • Must be able to move and transport items up to 20lbs and perform other light physical work.
  • Must be able to operate standard office equipment, including phone, personal computer, copier, etc.
  • Must be able to communicate and exchange clear and accurate information so that internal and external customers will understand.
  • Must be able to actively engage in work related discussions and interactions.
  • Must be able to read and comprehend bank and business-related documents.
  • Must be able to work in a conventional work setting, involving being in a stationary position at a desk or workstation for long periods of time.
  • Must also be able to adapt to different work environments as needed to perform the job.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

Central Pacific Bank


Honolulu, HI
96813 USA


Finance and Insurance

View all jobs at Central Pacific Bank

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