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Wealth Management Advisor — Growth & Client Strategy (Licensed)

Cathay Bank

Cathay Bank is seeking a client-focused wealth management professional to proactively develop a book of business and advise clients on investment and insurance products. The role requires FINRA licenses and bilingual English/Chinese proficiency, with a focus on compliant, risk-aware sales and long-term relationship building. The successful candidate will analyze client needs, maintain licenses, and collaborate with branch managers and lenders to expand cross-sell opportunities while upholding #J-18808-Ljbffr Cathay Bank

Vacancy posted 2 days ago
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