Financial Planner

About the role

The Financial Planner is a contributing member of HSBC’s Wealth Planning and Advisory (WPA) team. This team provides advisory services to HSBC individual and family clients, focusing on retirement planning and executive compensation/planning with concentrated positions.

Responsibilities

• Serve as subject-matter expert on financial planning topics, particularly retirement planning and executive compensation/planning with concentrated positions.
• Work directly with clients to formulate and implement holistic financial planning advice.
• Execute at the highest level, bringing the bank's best thinking to bear in a package that reflects the quality of our global brand.
• Focus on growth, help to drive new revenue by working directly with clients and connecting financial plans to HSBC products and services.
• Become familiar with the full breadth of the HSBC offering and identify opportunities for product sales in furtherance of a client’s stated goals.
• Create scale for himself/herself via training and teach-ins.
• Lead clients through the financial planning process, identify opportunities, and deliver recommendations in furtherance of a client’s stated financial goals.
• Partner with Regional Heads, Market Managers, the Financial Planning Lead, and Sales Distribution team to grow financial planning fluency among Wealth Relationship Managers across the US.
• Work in a close, collaborative team of planners with varied and complementary backgrounds to bring the appropriate expertise to a client scenario.

Qualifications

• Mastery of the financial planning process and understanding of advanced tax, retirement, and executive compensation rules and strategies.
• Extensive experience presenting financial plans and an interest in teaching financial planning principles to a growing sales force.
• Certified Financial Planner designation and strong experience working directly with clients in a financial planner capacity.
• Tax qualification (CPA, Masters in Tax) beneficial.
• Familiarity with MoneyGuide Pro financial planning software.
• Experience with non-US retirement plans.
• Mandarin or Spanish language fluency a plus.