[Skip to main content](#main-content)

[OpenNash Jobs](https://jobs.opennash.com/)
[Hiring report](/reports/hiring/) · [All Fubon Financial jobs](https://jobs.opennash.com/companies/fubon-financial/) · [Search jobs](/search/)

Fubon Financial · 台中市西屯區

# 保險諮詢顧問(IA) (台中地區)

台中市西屯區 

Listed on Fubon Financial’s official careers site. Listed as of October 19, 2026. Check that it is still open and apply there.
[Apply on Fubon Financial’s careers site →](https://careers.fubon.com/jobs/search/BUTTW20260165)

[OpenNash Jobs](https://jobs.opennash.com/) / [Fubon Financial](https://jobs.opennash.com/companies/fubon-financial/) / 保險諮詢顧問(IA) (台中地區)

## Job description

### 職位目的

偕同私人銀行區資深RM共同開發及維護高資產客群之保險業務。

### 重要職責/工作內容
- 協助資深RM共同拜訪高資產(私銀)客群，共同開發及維護保險業務。
- 提供資深RM資產規劃培訓、保險商品培訓與策略。 1.10年以上金融資歷, 其中 財富管理業務相關 經驗 5 年以上。 2.具備保單檢視與規劃能力、簡報能力及電腦文書處理能力。
- 持有理財規劃顧問(CFP)證照可優先錄用。

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: Under a day
- Location: 台中市西屯區[Apply on Fubon Financial’s careers site →](https://careers.fubon.com/jobs/search/BUTTW20260165)

## More jobs at Fubon Financial

### [【通路及客戶服務】區部業輔(台中)](https://jobs.opennash.com/companies/fubon-financial/jobs/bd957129442aaeb08e5b/)

台中市西屯區

### [【通路及客戶服務】業輔人員(台中地區)](https://jobs.opennash.com/companies/fubon-financial/jobs/cede579bcc5ea796e76a/)

台中市西屯區

### [保險諮詢顧問(輔銷)(台中地區)](https://jobs.opennash.com/companies/fubon-financial/jobs/48820e1d1cb222563bdc/)

台中市西屯區

### [保險諮詢顧問(輔銷)(彰化地區)](https://jobs.opennash.com/companies/fubon-financial/jobs/686840267d13ba9e782a/)

台中市西屯區

### [個金客戶經理（經驗理財專員）中港分行](https://jobs.opennash.com/companies/fubon-financial/jobs/c2d27ff42b883e076651/)

台中市西屯區

## Similar jobs at other companies

### [〔人壽〕訓練發展部_講師-台中地區](https://jobs.opennash.com/companies/ts-financial-holding/jobs/c6e44ea922403818e582/)

TS Financial Holding 

OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)