Job Description
Join our award-winning wealth management firm as a Financial Advisor in Honolulu! We're seeking a dynamic professional to help clients achieve financial freedom through personalized investment strategies. Enjoy the flexibility of part-time hours while making a significant impact on Hawaii's community. Work remotely 2-3 days weekly with in-person client meetings at our prestigious downtown Honolulu office. We provide comprehensive training, mentorship from top industry advisors, and a robust client acquisition system.
Why Choose Us?
- Industry-leading compensation structure with uncapped earning potential
- Flexible scheduling (20-30 hours/week) with full benefits
- Exclusive access to premium financial planning tools
- Continuing education stipend and professional certifications
Responsibilities
- Develop personalized financial plans for high-net-worth clients in Hawaii
- Build and maintain client relationships through regular portfolio reviews
- Analyze market trends to optimize investment portfolios
- Conduct retirement planning and estate strategy sessions
- Collaborate with legal/tax professionals for comprehensive solutions
- Participate in quarterly business development workshops
- Maintain FINRA Series 7/66 certifications
Qualifications
- FINRA Series 7 & 66 licenses (or ability to obtain within 90 days)
- 3+ years financial advisory experience with high-net-worth clients
- Proven track record of exceeding sales targets
- Bachelor's degree in Finance, Economics, or related field
- Exceptional communication and presentation skills
- Knowledge of Hawaiian market and local investment landscape
- CFP or CFA designation preferred
- Ability to work independently with minimal supervision