Talent.com

Financial counselor Jobs in Honolulu, HI

Create a job alert for this search

Financial counselor • honolulu hi

Last updated: 2 days ago
Financial Advisor

Financial Advisor

AMERICAN SAVINGS BANK.Honolulu, HI, US
Full-time
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 ...Show moreLast updated: 26 days ago
Lead Counselor

Lead Counselor

The Salvation ArmyHonolulu, HI , US
Full-time
POSITION TITLE : LEAD COUNSELOR.SUPERVISOR : ADMINISTRATOR FOR PROGRAM.The Salvation Army, an international movement, is an evangelical part of the universal Christian Church.Its ministry is motivate...Show moreLast updated: 30+ days ago
Substance Abuse Counselor - Honolulu

Substance Abuse Counselor - Honolulu

Kaiser PermanenteHonolulu, Hawaii
Full-time
Provides assessment, treatment, planning and implementation, counseling and discharge planning as related to substance abuse treatment. Evaluates psychological, social, and physiological signs and s...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

SagientHonolulu, HI, US
Full-time
Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking...Show moreLast updated: 30+ days ago
Financial Advisor

Financial Advisor

First Command Financial Services, Inc.Aiea, HI, US
Full-time
Financial Advisor Careers at First Command : .Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reput...Show moreLast updated: 30+ days ago
Remote Licensed Mental Health Counselor (LMHC)

Remote Licensed Mental Health Counselor (LMHC)

Gotham Enterprises LtdKailua, HI, US
Remote
Full-time
Quick Apply
We're Hiring : Remote Licensed Mental Health Counselor (LMHC) – Hawaii.Salary Range : $80,000 – $90,000 per year.Schedule : Monday to Friday, 9 AM – 5 PM. Are you a licensed LMHC looking for a flexible...Show moreLast updated: 9 days ago
Mental Health Counselor

Mental Health Counselor

Guideline HealthcareHonolulu, HI
Full-time
Therapy focused model with zero administrative work.Perform your work anywhere that has a reliable internet connection.Licensed Therapist Compensation. Up to $81,900 • at 35 hrs per week.Receive Free...Show moreLast updated: 12 days ago
Financial Advisor

Financial Advisor

New York Life - Gerilyn BertoliHonolulu, HI, US
Full-time
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.We act with integrity and humanity in all our interactions with our policy ow...Show moreLast updated: 2 days ago
Licensed Mental Health Counselor

Licensed Mental Health Counselor

GenZJobsHonolulu, HI, United States
Full-time
Remote Licensed Mental Health Counselor (LMHC).Wage : Between $90-$127 an hour.Are you a Licensed Mental Health Counselor looking to launch a private practice, or grow your existing practice? Headwa...Show moreLast updated: 30+ days ago
Financial Analyst

Financial Analyst

JLLHonolulu, HI
Full-time
We are seeking a skilled Financial Analyst for our Real Estate Management Services team in Honolulu, HI.This role involves managing complex accounting tasks, reviewing financial statements, reviewi...Show moreLast updated: 26 days ago
Financial Aid Counselor – Customer Service

Financial Aid Counselor – Customer Service

Hawaii Pacific UniversityHonolulu, Hawaii
Full-time
The Financial Aid Counselor-Customer Service position reports to the Associate Director of Financial Aid Customer Service and Programs. This position will be the first point of contact for coordinat...Show moreLast updated: 30+ days ago
  • Promoted
Financial Service Representative

Financial Service Representative

Money MartHonolulu, Hawaii, US
Full-time
At Money Mart, we're more than just a financial services provider – we're the catalyst for financial empowerment!.If you want to know about the requirements for this role, read on for all the relev...Show moreLast updated: 30+ days ago
Financial Counselor

Financial Counselor

American Oncology NetworkHonolulu, HI, US
Full-time
A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining communication of the financial r...Show moreLast updated: 30+ days ago
Licensed Professional Counselor

Licensed Professional Counselor

HeadwayHonolulu, HI, United States
Full-time
Remote Licensed Professional Counselor (LPC) Wage : Between $90-$127 an hour Are you a Licensed Professional Counselor looking to launch a private practice, or grow your existing practice? Headway...Show moreLast updated: 15 days ago
People also ask
Financial Advisor

Financial Advisor

AMERICAN SAVINGS BANK.Honolulu, HI, US
26 days ago
Job type
  • Full-time
Job description

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
  • This is a base plus incentive role. Candidates awarded the position can expect a base pay of $43,000 and high performers can expect a very generous monthly incentive and annual payout.
  • 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!