Financial Advisor

2 months ago

honolulu, United States Cetera Investment Services LLC Full time

The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.


PLEASE NOTE: Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.


Job Responsibilities

The Financial Advisor will proactively develop a client base to which appropriate wealth management products can be sold. Duties will include:

· Collecting and analyzing information regarding the customer risk tolerance, long- and short-term goals, income, assets, investments, and debts; determining which products best meet the customer needs and circumstances

· Advising the customer regarding the advantages, risks, and disadvantages of different products

· Developing internal referral resources to identify existing customers

· Identifying external prospects and building up new client relationships

· Identifying cross-sell opportunities, including opportunities to refer customers to other bank sales representatives through proper customer profiling and needs-based selling

· Understanding and complying with all aspects of bank and Cetera policies and practices, including laws and regulations governing the duties and responsibilities of product sales

· Maintaining all necessary licenses and registrations as required

· Successfully completing all mandatory training in a timely manner

· Maintaining superior and courteous service to promote products and expand customer relationships

· Exceeding customer expectations in terms of accuracy, efficiency, courtesy, and professionalism

Job Requirements

With a strong focus on sales and customer service, the Financial Advisor should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do.

Additional Education and Training requirements of the Financial Advisor include:

· FINRA Series 7, 63 and 65 or FINRA Series 7, 66 (Required)

· Life & Health Insurance license (Required)

· Strong sales, marketing and business development skills

· 2+ years of experience as producing advisor

· Bachelor’s degree preferred


Cetera is nationally recognized as a self-clearing broker-dealer, registered investment adviser, and insurance agency serving the clients of nearly 500 institutions with assets ranging from $15 million to $13 billion nationwide. At Cetera, we’re committed to helping you reach your goals – both professionally and personally. From outstanding income potential and scheduling flexibility to round-the-clock support and best-in-class training, the Cetera team continues to build on a reputation for success that is more than 30 years in the making. As a member of our organization, you’ll have access to:

· A clear transition plan and timeline so you know what to expect, and when

· Our orientation course to give you an overview of all the tools and services available to you

· Assistance with account transfers and paperwork, and frequent updates on their status

· Help with communications to your current clients about your transition

· In-person, online, and self-guided training on the breadth of our AdviceWorks technology platform

· New business cards, stationery, and email address

· An introduction to our vast marketing resources, so you can start using them with current and prospective clients

If you are interested in this position, please attach a copy of your resume with your application.

  • Service Advisor

    4 weeks ago

    Honolulu, Hawaii, United States Advisor Employee Services Full time

    Job Title: Service AdvisorAbout the Role:We are seeking a highly skilled Service Advisor to join our team at Advisor Employee Services. As a Service Advisor, you will be responsible for providing exceptional customer service to our clients, managing a personal client base, and processing new business applications.Key Responsibilities:Manage a personal client...

  • Financial Advisor

    2 weeks ago

    honolulu, United States Cetera Investment Services LLC Full time

    The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.PLEASE...

  • Financial Services Specialist

    4 weeks ago

    Honolulu, Hawaii, United States E.A. Buck Financial Services Full time

    Service Advisor RoleE.A. Buck Financial Services is seeking a highly skilled Service Advisor to join their team. As a Service Advisor, you will be responsible for managing a personal client base, processing new business applications, and acting as a client coordinator.Key Responsibilities:Private Wealth Manager:Maintain licenses and abide by all required...

  • Financial Advisor

    4 weeks ago

    Honolulu, Hawaii, United States Edward Jones Full time

    About the RoleAs a financial advisor with Edward Jones, you will have the opportunity to partner with clients to help them achieve their long-term financial goals. This includes retirement planning, building wealth, estate strategies, and funding education. You will develop and grow your own practice, supported by your branch team, a home-office team, and...

  • Fractional Financial Planning Specialist

    4 weeks ago

    Honolulu, Hawaii, United States Claire Myers Consulting Full time

    Job SummaryWe are seeking a skilled Fractional Paraplanner to collaborate with our financial advisors in Honolulu. This part-time role is ideal for a detail-oriented professional looking to contribute to a dynamic financial planning practice.Key Responsibilities Assist in creating and updating comprehensive financial plans using e-Money and Asset-Map....

  • Financial Services Professional

    1 month ago

    Honolulu, Hawaii, United States Northwestern Mutual Portland Full time

    Job Title: Service Financial AdvisorAt Northwestern Mutual, we're seeking a highly skilled and motivated Service Financial Advisor to join our team. As a key member of our financial planning team, you will be responsible for delivering exceptional client service and driving business growth.Key Responsibilities:Provide comprehensive financial planning and...

  • Financial Planning Specialist

    4 weeks ago

    Honolulu, Hawaii, United States Claire Myers Consulting Full time

    Financial Planning Paraplanner RoleClaire Myers Consulting is seeking a skilled professional to contribute to our dynamic financial planning practice as a Financial Planning Paraplanner. This part-time role is ideal for someone with experience in financial planning, specifically working with e-Money and Asset-Map, and preferably holding a Series 7...

  • Financial Planner

    4 weeks ago

    Honolulu, Hawaii, United States Sagient Full time

    Job OverviewSagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team in the Honolulu metro area.As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains.We're on a mission to...

  • Financial Planning Specialist

    4 weeks ago

    Honolulu, Hawaii, United States Claire Myers Consulting Full time

    At Claire Myers Consulting, we are seeking a detail-oriented and experienced financial planning professional to join our team in a part-time capacity. This role is ideal for a skilled individual looking to contribute to a dynamic financial planning practice. The ideal candidate will have experience in financial planning, specifically working with e-Money and...

  • Financial Planning Specialist

    4 weeks ago

    Honolulu, Hawaii, United States Claire Myers Consulting Full time

    Financial Planning Specialist Opportunity at Claire Myers ConsultingWe are seeking a detail-oriented and experienced Financial Planning Specialist to join our team in Honolulu. This part-time role is ideal for a skilled professional looking to contribute to a dynamic financial planning practice. The ideal candidate will have experience in financial planning,...

  • Executive Financial Strategist

    4 weeks ago

    Honolulu, Hawaii, United States https:wayup.comsitemap Full time

    COMPANY OVERVIEW ExecHQ is a leading advisory firm that leverages the expertise of seasoned C-Suite executives to deliver tailored solutions for complex business challenges faced by entrepreneurs, CEOs, and Boards. Our clients range from startups to Fortune 1000 companies, and we offer fractional, interim, or project-based services to meet their unique...

  • Chief Financial Officer

    4 weeks ago

    Honolulu, Hawaii, United States ASSOCIATION OF ART MUSEUM DIRECTORS Full time

    Job SummaryThe Association of Art Museum Directors seeks a highly skilled Chief Financial Officer to provide strategic financial leadership and oversight for the organization. As a key member of the leadership team, the CFO will be responsible for effectively managing the financial strategy and overall financial health of the museum.Key...

  • Wealth Advisor Associate

    3 weeks ago

    Honolulu, United States INPAC Wealth Full time

    Are you a consummate professional driven by excellence and integrity? Do you thrive in dynamic environments and embrace change as an opportunity for growth? Are you an eager learner with an insatiable intellectual curiosity, ready to inspire others on your journey to constant growth? If so, INPAC WEALTH is looking for you. Who We Are: Founded in 2013, INPAC...

  • Education Service Advisor

    4 weeks ago

    Honolulu, Hawaii, United States Applied Training Solutions LLC Full time

    Job Summary:We are seeking a highly skilled Education Service Advisor to join our team at Applied Training Solutions LLC. As an Education Service Advisor, you will be responsible for promoting lifelong learning opportunities through degree programs using tuition assistance, testing opportunities, credentialing assistance, and other education benefits.Key...

  • Manager, Financial Reporting

    2 weeks ago

    Honolulu, United States HMSA Full time

    Manage financial reporting for HMSA and its subsidiaries to ensure the timely preparation of the HMSA and Subsidiary companies' financial statements. These financial reports are for both internal and external audiences. Assist the Senior Manager and AVP, Controller in setting policy in accordance with Generally Accepted Accounting Principles (GAAP), Tax...

  • Manager, Financial Reporting

    3 weeks ago

    Honolulu, United States Hawaii Medical Service Association Full time

    Manage financial reporting for HMSA and its subsidiaries to ensure the timely preparation of the HMSA and Subsidiary companies' financial statements. These financial reports are for both internal and external audiences. Assist the Senior Manager and AVP, Controller in setting policy in accordance with Generally Accepted Accounting Principles (GAAP), Tax and...

  • Senior Manager, Financial Reporting

    1 week ago

    Honolulu, United States HMSA Full time

    Manage financial reporting for HMSA and its subsidiaries to ensure the timely preparation of the HMSA and Subsidiary companies' financial statements. These financial reports are for both internal and external audiences. Assist the Controller and CFO in setting policy in accordance with Generally Accepted Accounting Principles (GAAP), Tax and Statutory...

  • Senior Manager, Financial Reporting

    3 weeks ago

    Honolulu, United States HMSA Full time

    Manage financial reporting for HMSA and its subsidiaries to ensure the timely preparation of the HMSA and Subsidiary companies' financial statements. These financial reports are for both internal and external audiences. Assist the Controller and CFO in setting policy in accordance with Generally Accepted Accounting Principles (GAAP), Tax and Statutory...

  • Senior Manager, Financial Reporting

    3 weeks ago

    Honolulu, United States Hawaii Medical Service Association Full time

    Manage financial reporting for HMSA and its subsidiaries to ensure the timely preparation of the HMSA and Subsidiary companies' financial statements. These financial reports are for both internal and external audiences. Assist the Controller and CFO in setting policy in accordance with Generally Accepted Accounting Principles (GAAP), Tax and Statutory...

  • Senior Manager, Financial Reporting

    5 days ago

    Honolulu, United States Hawaii Medical Service Association Full time

    Manage financial reporting for HMSA and its subsidiaries to ensure the timely preparation of the HMSA and Subsidiary companies' financial statements. These financial reports are for both internal and external audiences. Assist the Controller and CFO in setting policy in accordance with Generally Accepted Accounting Principles (GAAP), Tax and Statutory...