-
Financial Advisor
1 week ago
Edward Jones Honolulu, United StatesThe freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. · While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than ...
-
Financial Advisor
2 weeks ago
Edward Jones Careers Honolulu, United StatesThe freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than 4, ...
-
Financial Advisor
3 days ago
Edward Jones Honolulu, United StatesYour experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole ...
-
Financial Advisor
1 week ago
Edward Jones Honolulu, United StatesThe freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. · While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than ...
-
Financial Advisor
1 week ago
Sagient Honolulu, United StatesJob Description · Job Description · Sagient is searching for a self-motivated individual with integrity and a drive to positively impact lives. If you are considering a career as a Financial Advisor, we provide the full training and support you need to build a sustainable caree ...
-
Financial Advisor
1 week ago
Sagient Honolulu, United States 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 opportuni ...
-
Financial Advisor
1 week ago
Sagient Honolulu, United StatesAre 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 opportuni ...
-
Financial Advisor
1 week ago
Bank of Hawaii Honolulu, United StatesJob Description · Under the direction of the Manager, this position provides clients with various investment related guidance, support, and services. Assists with all of the business unit's compliance with applicable laws, regulations, regulatory requirements and Bank policies a ...
-
Financial Advisor
2 days ago
Sagient Honolulu, United StatesJob Description · Job DescriptionAre 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 ...
-
Financial Advisor
23 hours ago
LPL Financial Honolulu, United States Full timeYour career path should lead to real opportunity · LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Central Pacific Bank in Honolulu, HI would allow you to join the Investment Program at Central Paci ...
-
Merrill Team Financial Advisor
1 week ago
Bank of America Honolulu, United StatesMerrill Team Financial Advisor page is loaded · Merrill Team Financial Advisor · Apply · locations · Honolulu · Redding · time type · Full time · posted on · Posted 6 Days Ago · job requisition id · Job Description: · Merrill Wealth Management is a leading provider of ...
-
Merrill Financial Solutions Advisor
1 day ago
Bank of America Honolulu, United StatesMerrill Financial Solutions Advisor - Pacific Islands Market · Honolulu, Hawaii · **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 compan ...
-
Wealth Management Associate
2 weeks ago
Equitable Advisors Honolulu, United StatesWith Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. · Equitable Advisors is see ...
-
Registered Client Service Associate
1 week ago
Morgan Stanley Honolulu, United States Full timePOSITION SUMMARY: · Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client · experience through an elevated standard of care. The Registered CSA assists with the development and · growth of business through engaging and utilizing ...
-
Registered Client Service Associate
1 week ago
Morgan Stanley Honolulu, United StatesRegistered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utiliz Client Service, Registered, A ...
-
Voya Financial Honolulu
1 week ago
Voya Financial Advisors Inc Honolulu, United StatesVoya 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 resp ...
-
Client Services Associate
1 day ago
Central Pacific Bank Honolulu, United StatesPosition Function: · The Client Services Associate will be Responsible for providing logistical, analytical, and clerical sales support to the Wealth Advisors. · Performs all duties and interacts with internal and external customers in a manner aligned with the Company's Core Val ...
-
Registered Client Service Associate
4 days ago
Morgan Stanley Honolulu, United StatesPOSITION SUMMARY: · Registered Client Service Associates (CSAs) help shape the future of service by modernizing the clientexperience through an elevated standard of care. The Registered CSA assists with the development andgrowth of business through engaging and utilizing the ful ...
-
Director of Finance
1 week ago
Hawaiian Humane Society Honolulu, United StatesJOB/POSITION TITLE: Director of Finance · DEPARTMENT: Finance · STATUS: Exempt · REPORTS TO: President & CEO · SUPERVISES: Assistant Controller, Accountant, Database Coordinator, Volunteers · PRIMARY PURPOSE: As a key member of the leadership team, the Director of Finance re ...
-
Manager, Financial Planning
2 weeks ago
Hawaiian Humane Society Honolulu, HI, United StatesDirector of Finance · Finance · Assistant Controller, Accountant, Database Coordinator, Volunteers · As a key member of the leadership team, the Director of Finance reports to the President and CEO and assumes a strategic role in the overall management of Hawaiian Humane Socie ...
Financial Advisor - Honolulu, United States - American Savings Bank Hawaii
Description
If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.
Requisition ID: 2550
Primary Purpose of Job
Manages a book of business by maintaining relationships with customers. Solicits prospective customers and sells suitable investment products. Partners with branches and licensed branch employees to grow the investment business.
Major Job Accountabilities
Provides individual customer financial planning and advice utilizing advisory, insurance, annuities, and investment company products based on need.
Uses engagement and discovery process to uncover client needs and uses a holistic approach to financial planning.
Ensures own work and branch office is in compliance with applicable laws, regulations and guidelines.
Develops a business plan to achieve sales goals and marketing activities.
Conducts presentations and solicits prospective customers for investment products/services based on customer suitability.
Contacts all assigned leads and branch referrals for appointments and sales presentations. Tracks and reports results to branches and/or management.
Conducts branch meetings and training on a regular basis, and engages in huddles and activities for all assigned branches.
Oversees, mentors, and trains licensed branch employees in assigned branches.
Partners with bankers and regularly meets to strategize on cross-referral opportunities.
Meets production and revenue goals as determined by management. Prepares and submits all required reports in a timely manner.
Keeps management updated regarding customer relationships and any potential issues that may arise and reports any written or verbal complaints immediately.
Participates in client appreciation events, seminars and other bank-sponsored events.Experience Required
Three (3) years of work experience in direct sales experience in the securities and/or insurance business.
Required Skills or Training
Able to work during the business hours of assigned bank branches.
Excellent written, verbal, interpersonal, and presentation skills to communicate effectively with both individuals and groups.
Demonstrates competency in use of computer applications (MS Word, Excel, PowerPoint), email applications, and internet search engines.
Professional Certifications, Licenses, and/or Registration Requirements
Holds current Hawaii Life and Health licenses and SIE, 7, and 66 securities registrations.
CFP, CLU, ChFC or equivalent designations is a plus.
Valid US driver's license and access to transportation.
At American Savings Bank, we welcome and support all individuals and celebrate the diversity of our team members, customers and community.
We are committed to ensuring that our online application process is accessible and provides an equal employment opportunity to all job seekers.
If you need assistance searching for a job or submitting an application, please contact us by calling and a member of our Recruitment team will follow up with you.
Mahalo for your interest in American Savings Bank#J-18808-Ljbffr