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Are you an experienced financial services professional ready to take your career to the next level with a globally recognized banking organization? HSBC North America offers an exciting opportunity for a Financial Advisor to help clients make informed financial decisions while building long-term relationships based on trust, expertise, and personalized service. As part of HSBC Group’s extensive international network, this role combines the resources of a leading global financial institution with the opportunity to develop meaningful client relationships, expand referral networks, and deliver investment and insurance solutions tailored to individual financial goals.
As a Financial Advisor, you will assess clients’ financial needs, evaluate their investment objectives and risk tolerance, and recommend appropriate products and asset allocation strategies. The position also involves achieving sales goals, identifying new business opportunities, maintaining strong customer relationships, and coaching licensed sales professionals across assigned branches. Beyond sales and client service, you will help maintain regulatory compliance, strengthen internal controls, manage performance, and support a diverse, collaborative team environment. Candidates with a bachelor’s degree or equivalent experience, at least eight years of relevant financial sales experience, and the required securities and insurance licenses will be well positioned to pursue this opportunity.
Make the Right Move and join a winning team! Build your career with us. HSBC – North America is part of HSBC Group, one of the largest banking and financial services organizations in the world. Our domestic strength and extensive global network provide our employees with the best of both worlds – the friendliness of a local organization and the resources of a worldwide network – for diverse experiences and challenging career opportunities.
Financial Advisor provides financial solutions to current and potential customers through the services and products of Private Client Services. Conduct a full needs assessment with present and potential Company clients and recommend appropriate investment and insurance Private Client Services and Company products and services to meet individual needs, based on objectives, risk tolerance, and proper asset allocations.
Execute transactions with customers or refer business to other areas within the Company as appropriate, by established sales goals. Represent the Company in community organizations and activities to enhance the Company’s image and maintain and increase a referral network for additional sales opportunities.
Provide quality service to meet customer needs, inquiries, and problems. Keep in touch with existing customers and referral sources on an ongoing basis to identify new or additional sales opportunities. Lead and develop an effective team through communication, performance management, development plans, and reward/recognition practices. Cultivate an environment that supports diversity and reflects the HSBC brand.
Complete all sales activity documentation to provide a record for performance tracking and assist in targeting future cross-sell efforts. Coach, mentor and supervise Licensed Sales Professionals, the branch-based representatives in assigned branches. Complete other responsibilities, as assigned. Incumbents in the position are assigned to one or more branches. Ensure compliance with operational risk controls in agreement with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues. Promote an environment that supports diversity and reflects the HSBC brand.
Maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.
Basic Qualifications:-
- Bachelor’s degree in Business, Finance, related field or equivalent experience
- Minimum of eight years of proven nontraditional banking financial sales experience or equivalent
- Series 7, 63, 65, or 66 and life and health insurance licenses
- Certified Financial Planner and Series 24, 9 and ten licenses preferred
- Proven sales, analytical, decision-making, interpersonal, leadership and communications skills
- Knowledge of investment products and services delivered, operations supporting them, and pertinent regulations affecting their delivery
- Ability to work in a team-based environment
The Financial Advisor position at HSBC North America offers experienced financial professionals the opportunity to combine investment expertise, relationship management, sales leadership, and regulatory knowledge within a respected global banking organization. With responsibilities spanning personalized financial planning, business development, team mentoring, and risk management, this role is ideal for candidates who can balance client-focused service with strong commercial judgment. For qualified professionals seeking to expand their impact and advance their careers in financial services, HSBC provides an opportunity to contribute to client success while supporting the organization’s broader business goals.
