Talent.com
Wealth Advisor I

Wealth Advisor I

Central Pacific BankHonolulu, HI, United States
18 days ago
Job type
  • Full-time
Job description

Salary range : $30,000 + commission

Position Function :

Provide professional investment and life insurance advice including comprehensive financial planning to the wealth management, commercial and small business markets; developing new business relationships in those markets; and enhancing the Central Pacific's employees' overall knowledge of these products in accordance with the bank's strategic business plans.

Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a "Voyaging Spirit" and being "Positively Ohana". Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.

Primary Accountabilities :

Team Focused Leadership :

  • Participate in Bank sponsored internal / external events.
  • Participate in Bank sponsored focus groups, initiatives, campaigns (lead or actively participate).

Financial Results and Efficiencies :

  • Production : Achieve budgeted amount of fee income based upon territory size, number of years of experience, and industry averages.
  • Help business partners achieve their Investment Service fee income goals.
  • Budget Goals : Help maintain expenses within approved budgets and support WA's towards fee income goals.
  • Efficiency : Complete required and requested reports on time and accurately.
  • Relationship Banking :

  • Actively seek opportunities to help prospects and customers and strengthen relationships through introductions and referrals to Wealth Management, Commercial & Consumer Divisions.
  • Demonstrate core values (TIES) teamwork, integrity, exceptional service by recognizing and being recognized by internal / external clients.
  • Maintain internal service standards.
  • Risk Management / Compliance :

  • Responsible for following internal procedures to achieve satisfactory internal, LPL, FDIC audits.
  • Comply in a timely manner with all compliance requests.
  • Keep abreast of regulatory and industry developments.
  • Adhere to Bank policies and procedures.
  • Personal / Professional Development :

  • Attend required and elective training and workshops.
  • Participate in a non-profit organization.
  • Participate in professional group / organization.
  • Obtain industry designations to broaden product / service skillset for financial planning, insurance and fee based platforms.
  • Minimum Qualifications :

    Education :

  • Bachelor's Degree in Business, or equivalent knowledge required.
  • Experience :

  • 3+ years of experience as a Wealth Advisor in the sales and delivery of financial planning, personal investment and insurance products required.
  • Experience in a financial institution preferred.
  • Licenses and Certifications :

  • State of Hawaii Life, Health and Disability Insurance
  • Producer (Agent Preferred) License
  • Fully Licensed in FINRA including Series 7, 63, 65 or 66
  • Physical Requirements & Working Conditions :

  • Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.
  • Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and / or other work related mechanical or electronic devices and applications.
  • Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions.
  • Must be able to read and understand bank-related documents.
  • Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job.
  • We are proud to be an EEO / AA employer M / F / D / V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

    Create a job alert for this search

    Wealth Advisor • Honolulu, HI, United States

    Related jobs
    • Promoted
    Home Health Aide - $16-$22 Hourly pay

    Home Health Aide - $16-$22 Hourly pay

    Wilson Care GroupKaneohe, Hawaii
    Full-time
    Quick Apply
    Ask how you can make up to $1500 in bonuses! .We hire all care levels from Nurse Aides without a CNA or schooling to Certified Caregivers with extensive experience. We look forward to having yo...Show moreLast updated: 30+ days ago
    • Promoted
    Home Health Aide - Wilson Care Group

    Home Health Aide - Wilson Care Group

    Wilson Care GroupAina Haina, Hawaii
    Full-time
    Quick Apply
    Ask how you can make up to $1500 in bonuses! .We hire all care levels from Nurse Aides without a CNA or schooling to Certified Caregivers with extensive experience. We look forward to having yo...Show moreLast updated: 30+ days ago
    • Promoted
    Float Nurse Aide

    Float Nurse Aide

    Wilson Care GroupWaianae, Hawaii
    Full-time
    Quick Apply
    Join Wilson Homecare's On-Call Float Program – CAREGIVERS WANTED! Up to $1500 Sign On Bonus & Full-Time Benefits & Salary! $40k-$54k Annual Salary! Apply Today!.Are you an...Show moreLast updated: 30+ days ago
    • Promoted
    Caregiver - Veterans Welcome

    Caregiver - Veterans Welcome

    Wilson Care GroupWaianae, Hawaii
    Full-time
    Quick Apply
    Ask how you can make up to $1500 in bonuses! .We hire all care levels from Nurse Aides without a CNA or schooling to Certified Caregivers with extensive experience. We look forward to having yo...Show moreLast updated: 30+ days ago
    • Promoted
    Nursing Aide (FLOAT) - On-Call

    Nursing Aide (FLOAT) - On-Call

    Wilson Care GroupKailua, Hawaii
    Full-time
    Quick Apply
    Join Wilson Homecare's On-Call Float Program – CAREGIVERS WANTED! Up to $1500 Sign On Bonus & Full-Time Benefits & Salary! $40k-$54k Annual Salary! Apply Today!.Are you an...Show moreLast updated: 30+ days ago
    • Promoted
    Part Time - Home Health Aide (HHA)

    Part Time - Home Health Aide (HHA)

    Wilson Care GroupNorth Shore, Hawaii
    Full-time
    Quick Apply
    Ask how you can make up to $1500 in bonuses! .We hire all care levels from Nurse Aides without a CNA or schooling to Certified Caregivers with extensive experience. We look forward to having yo...Show moreLast updated: 30+ days ago
    • Promoted
    Caregiver

    Caregiver

    Wilson Care GroupNorth Shore, Hawaii
    Full-time
    Quick Apply
    Ask how you can make up to $1500 in bonuses! .We hire all care levels from Nurse Aides without a CNA or schooling to Certified Caregivers with extensive experience. We look forward to having yo...Show moreLast updated: 30+ days ago
    • Promoted
    Caregiver - Weekly Salary

    Caregiver - Weekly Salary

    Wilson Care GroupWaianae, Hawaii
    Full-time
    Quick Apply
    Ask how you can make up to $1500 in bonuses! .We hire all care levels from Nurse Aides without a CNA or schooling to Certified Caregivers with extensive experience. We look forward to having yo...Show moreLast updated: 30+ days ago
    • Promoted
    Caregiver - Veterans Welcome - (Sign on Bonus up to $1500)

    Caregiver - Veterans Welcome - (Sign on Bonus up to $1500)

    Wilson Care GroupWaianae, Hawaii
    Full-time
    Quick Apply
    Ask how you can make up to $1500 in bonuses! .We hire all care levels from Nurse Aides without a CNA or schooling to Certified Caregivers with extensive experience. We look forward to having yo...Show moreLast updated: 30+ days ago
    • Promoted
    Wealth Advisor - Mechanics Bank

    Wealth Advisor - Mechanics Bank

    LPL FinancialJbphh, HI, US
    Full-time
    LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our emp...Show moreLast updated: 30+ days ago
    • Promoted
    Caregiver - Flexible Schedule - Weekly Pay!

    Caregiver - Flexible Schedule - Weekly Pay!

    Wilson Care GroupWaianae, Hawaii
    Full-time
    Quick Apply
    Ask how you can make up to $1500 in bonuses! .We hire all care levels from Nurse Aides without a CNA or schooling to Certified Caregivers with extensive experience. We look forward to having yo...Show moreLast updated: 30+ days ago
    • Promoted
    Caregivers - Flexible schedule

    Caregivers - Flexible schedule

    Wilson Care GroupWaianae, Hawaii
    Full-time
    Quick Apply
    Ask how you can make up to $1500 in bonuses! .We hire all care levels from Nurse Aides without a CNA or schooling to Certified Caregivers with extensive experience. We look forward to having yo...Show moreLast updated: 30+ days ago
    • Promoted
    Entry Level Home Health Aide

    Entry Level Home Health Aide

    Wilson Care GroupHawaii Kai, Hawaii
    Full-time
    Quick Apply
    Ask how you can make up to $1500 in bonuses! .We hire all care levels from Nurse Aides without a CNA or schooling to Certified Caregivers with extensive experience. We look forward to having yo...Show moreLast updated: 30+ days ago
    • Promoted
    Home Health Aide - All Care Experience Welcome!

    Home Health Aide - All Care Experience Welcome!

    Wilson Care GroupNorth Shore, Hawaii
    Full-time
    Quick Apply
    Ask how you can make up to $1500 in bonuses! .We hire all care levels from Nurse Aides without a CNA or schooling to Certified Caregivers with extensive experience. We look forward to having yo...Show moreLast updated: 30+ days ago
    • Promoted
    Caregiver - Wilson Care Group

    Caregiver - Wilson Care Group

    Wilson Care GroupWaianae, Hawaii
    Full-time
    Quick Apply
    Ask how you can make up to $1500 in bonuses! .We hire all care levels from Nurse Aides without a CNA or schooling to Certified Caregivers with extensive experience. We look forward to having yo...Show moreLast updated: 30+ days ago
    • Promoted
    Home Health Aide

    Home Health Aide

    Wilson Care GroupAina Haina, Hawaii
    Full-time
    Quick Apply
    Ask how you can make up to $1500 in bonuses! .We hire all care levels from Nurse Aides without a CNA or schooling to Certified Caregivers with extensive experience. We look forward to having yo...Show moreLast updated: 30+ days ago
    • Promoted
    Home Health Aide - $16-$22 Hourly Pay - Flexible schedule

    Home Health Aide - $16-$22 Hourly Pay - Flexible schedule

    Wilson Care GroupNorth Shore, Hawaii
    Full-time
    Quick Apply
    Ask how you can make up to $1500 in bonuses! .We hire all care levels from Nurse Aides without a CNA or schooling to Certified Caregivers with extensive experience. We look forward to having yo...Show moreLast updated: 30+ days ago
    • Promoted
    Home Health Aide - Earn $1,000 weekly pay

    Home Health Aide - Earn $1,000 weekly pay

    Wilson Care GroupWahiawa, Hawaii
    Full-time
    Quick Apply
    Ask how you can make up to $1500 in bonuses! .We hire all care levels from Nurse Aides without a CNA or schooling to Certified Caregivers with extensive experience. We look forward to having yo...Show moreLast updated: 30+ days ago