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Financial counselor Jobs in Honolulu, HI
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Financial counselor • honolulu hi
Financial Advisor
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HeadwayHonolulu, HI, United States- software product manager (from $ 151,548 to $ 241,000 year)
- technical engineer (from $ 66,250 to $ 235,700 year)
- technical program manager (from $ 142,988 to $ 234,170 year)
- general dentist (from $ 26,000 to $ 228,000 year)
- art director (from $ 190,850 to $ 227,975 year)
- software engineering manager (from $ 158,125 to $ 219,400 year)
- architecture (from $ 95,150 to $ 216,613 year)
- federal (from $ 112,500 to $ 216,500 year)
- consulting (from $ 112,650 to $ 210,800 year)
- technical account manager (from $ 126,469 to $ 209,600 year)
The average salary range is between $ 37,124 and $ 62,255 year , with the average salary hovering around $ 43,993 year .
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Financial Advisor
AMERICAN SAVINGS BANK.Honolulu, HI, US- Full-time
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
Professional Certifications, Licenses, and / or Registration Requirements
EOE, including disability / veterans
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 808-538-2000 and a member of our Recruitment team will follow up with you. Mahalo for your interest in American Savings Bank!