Financial Services Professional

5 days ago


Honolulu, Hawaii, United States Central Pacific Bank Full time

We are seeking a talented Financial Services Professional to join our Central Pacific Bank team. This role offers a salary range of $48,000/year + commission, making it an excellent opportunity for those looking to advance their careers in the financial services industry.

About the Job:

  1. This position involves working with existing clients to provide professional investment and life insurance advice, as well as cultivating client referrals and partnerships with external centers of influence.
  2. The ideal candidate will have a strong background in wealth management, with a minimum of 10+ years of experience as a Wealth Advisor in the sales and delivery of financial planning, personal investment, and insurance products.
  3. Excellent communication and interpersonal skills are necessary, as well as the ability to work in a fast-paced environment and meet deadlines.

Key Responsibilities:

  • Develop and maintain strong relationships with clients, providing tailored financial solutions to meet their needs.
  • Work closely with internal stakeholders to identify new business opportunities and develop strategies to achieve revenue growth.
  • Maintain accurate records and reports, ensuring compliance with regulatory requirements and company policies.

What We Offer:

  • A competitive compensation package, including a salary range and opportunities for bonuses and commissions.
  • A dynamic and supportive work environment that fosters growth and development.
  • Ongoing training and professional development opportunities to enhance product/service skillsets for financial planning, insurance, and fee-based platforms.


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