Job Description
Join our award-winning wealth management firm in Honolulu as a Financial Advisor with unprecedented flexibility. We empower our advisors to build client relationships while maintaining work-life balance through customizable scheduling. Enjoy competitive compensation, comprehensive training, and access to cutting-edge financial planning tools in Hawaii's vibrant capital.
Why Choose Us?
• Industry-leading commission structure
• Hybrid work environment with remote options
• Health, dental, and retirement benefits
• Continuous professional development programs
Responsibilities
- Develop personalized financial plans for diverse client portfolios
- Build and maintain long-term client relationships through trust-based advising
- Analyze market trends to optimize investment strategies
- Conduct financial literacy workshops for community outreach
- Collaborate with internal teams for seamless service delivery
- Stay compliant with SEC and FINRA regulations
- Leverage CRM systems for client relationship management
Qualifications
- FINRA Series 7 and 66/63/65 licenses required
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial planning/advisory experience
- Proven track record in client acquisition and retention
- Strong analytical skills with attention to detail
- Excellent communication and presentation abilities
- Familiarity with financial planning software (e.g., MoneyGuidePro)
- Flexibility to work evenings/weekends as needed for client meetings