Financial Advisor
3 weeks ago
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.
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Financial Advisor
3 months ago
Honolulu, United States Edward Jones Full timeJob Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...
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Financial Advisor
3 months ago
Honolulu, United States Edward Jones Full timeJob Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...
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Financial Advisor
4 weeks ago
Honolulu, United States Northwestern Mutual Full time $90,000 - $175,000Job DescriptionJob Description*APPLICANTS MUST CURRENTLY LIVE IN HAWAII*We are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Successful financial advisors come from a wide range of backgrounds and experiences. As a new advisor, you’ll be matched...
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Financial Advisor
1 month ago
Honolulu, United States Northwestern Mutual Full timeJob DescriptionJob DescriptionWe are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.Responsibilities:Advise clients on investment strategies and other financial decisionsAssess clients' assets, liabilities and overall financial...
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Financial Advisor
4 months ago
Honolulu, United States Sagient Full timeAre you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance,...
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Financial Advisor
2 weeks ago
Honolulu, United States Sagient Full timeAre you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance,...
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Financial Solutions Advisor
6 days ago
Honolulu, Hawaii, United States Bank of America Full timeAbout the Role:We are seeking a highly skilled and motivated Financial Solutions Advisor to join our team at Bank of America. As a key member of our organization, you will be responsible for working with high-net worth clients to identify their financial needs and develop tailored investment strategies to meet their goals.Key Responsibilities:Leverage...
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Merrill Team Financial Advisor
3 months ago
Honolulu, United States Bank of America Full timeJob Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
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Service Advisor
1 month ago
Honolulu, United States E.A. Buck Financial Services Full timeService AdvisorDo you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Honolulu, HI is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our...
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Voya Financial Honolulu
3 months ago
Honolulu, United States Voya Financial Advisors Full timeJob DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Honolulu area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment, retirement and...
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Merrill Financial Solutions Advisor
4 weeks ago
Honolulu, Hawaii, United States Bank of America Corporation Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
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Voya Financial Honolulu
3 months ago
Honolulu, United States Voya Financial Advisors Inc Full timeVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Honolulu area to work plan sponsor relationships. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and...
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Senior Financial Advisor Honolulu, HI
4 weeks ago
Honolulu, United States Farther LLC Full timeFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re...
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Senior Financial Advisor Honolulu, HI
4 weeks ago
Honolulu, United States Farther LLC Full timeFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farthers founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. Were backed by...
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Senior Financial Advisor Honolulu, HI
1 week ago
Honolulu, United States Farther Full timeFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re...
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Senior Financial Advisor
6 days ago
Honolulu, Hawaii, United States Bank of America Full timeAbout the RoleMerrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.We are seeking an experienced financial advisor to join our team, bringing a strong track record of success in a team-like environment and a drive to achieve more for...
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Merrill Financial Solutions Advisor
1 week ago
Honolulu, United States Bank of America Full timeMerrill Financial Solutions Advisor - Pacific Islands Market Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to...
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Merrill Financial Solutions Advisor
3 weeks ago
Honolulu, United States Bank of America Full timeJob Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...
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Wealth Management Advisor
2 weeks ago
Honolulu, Hawaii, United States Cetera Investment Services LLC Full timeThe Wealth Management Advisor plays a crucial role in delivering financial guidance, investment strategies, and comprehensive planning to meet the diverse needs of both individual and corporate clients. This position involves evaluating clients' financial portfolios and objectives, offering tailored advice to help them achieve their financial...
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Financial Services Advisor
2 weeks ago
Honolulu, Hawaii, United States American Oncology Network LLC Full timeLocation: Honolulu Office Pay Range: $34.82 American Oncology Network LLCJob Overview: The Financial Counselor acts as a crucial intermediary between patients and the healthcare practice, facilitating payment processes, providing assistance, monitoring patient financial accounts, and enhancing communication regarding financial obligations. This role includes...