Job Description
Join Honolulu's premier wealth management firm as a Financial Advisor with revolutionary flexible scheduling! We're seeking dynamic professionals who value work-life balance without compromising on excellence. Our hybrid model combines remote collaboration with in-person client meetings at your convenience. Enjoy competitive compensation, industry-leading training, and the autonomy to build your dream career while serving Hawaii's vibrant community.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Build and maintain client relationships through personalized investment strategies
- Conduct market analysis to optimize portfolio performance
- Collaborate with cross-functional teams for holistic wealth solutions
- Stay current with financial regulations and market trends
- Drive business development through networking and referrals
- Maintain FINRA Series 7/66 or equivalent certifications
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial advisory experience
- FINRA Series 7/66 licenses (or ability to obtain within 90 days)
- Proven track record of meeting sales targets
- Exceptional communication and presentation skills
- Strong analytical abilities with attention to detail
- Valid Hawaii state securities registration
- Ability to work independently with flexible scheduling