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Wealth Assistant I (Maui)

Wealth Assistant I (Maui)

First Hawaiian BankKahului, HI, United States
1 day ago
Job type
  • Full-time
Job description

Join the First Hawaiian Bank 'ohana, where our culture flourishes with purpose. We prioritize the 3 C's - Caring, Character and Collaboration - ensuring a workplace that is not only rewarding, but deeply fulfilling. Consistently recognized as one of the 'Best Places to Work in Hawaii' for 14 consecutive years, we take pride in our longstanding commitment to both our team and the communities we serve, spanning over 165 years.

Step into a career that offers stability, excitement, and growth. Experience the thrill of a dynamic environment paired with a comprehensive training program. Plus, enjoy the perks of our competitive compensation and benefits package. If you are ready for a career that empowers you to thrive, your journey starts here.

We are currently seeking a customer-focused, collaborative, detail-oriented Wealth Assistant to join our Wealth Advisory Division on Maui. In this role, you will be responsible to provide support to WAD FHA and Insurance Advisors and Associates as well as other WAD Cluster Team members as assigned and meet assigned sales goals. Work under the close direction of Senior personnel in the functional area. Possess a moderate understanding of general aspects of the job. This person is consistent in producing volumes of work.

Work Schedule

Monday-Friday 8 : 00am - 5 : 00pm (hours may vary)

Compensation :

The hourly salary range for this role is $17.69-$26.71 / hour; commensurate with experience

The ideal candidate will have :

  • Industry experience / business or related degree required.
  • Life & Health; Series 6; Series 63 within 1 year of hire.
  • Life & Health; Series 7 and Series 66 or 65 (if 65 then 63 also) preferred.
  • Commit to acquiring CFP, CLU or CHFC or Industry equivalent designation preferred.
  • Able to work independently and manage routine projects.
  • Able to be a team player in order to establish strong branch and program relationships.
  • Able to learn new computer databases, programs and processes.
  • Analytical and research skills.
  • Bank product and service knowledge.
  • Customer service skills.
  • Excellent verbal and written communication skills.
  • Excellent telephone skills.
  • Personal computer skills.
  • Planning, scheduling and organizational skills.

Are you interested in learning more about us? Come discover who we are by visiting ourLinkedIn,Instagram,Facebookpages. Discover firsthand insights through our Employee Spotlight series, offering a glimpse into the daily lives of our valued team members

If this position sounds like an ideal match, we invite you to apply so we can learn more about you.

At First Hawaiian Bank, it all starts with YES!

Create a job alert for this search

Wealth Wealth • Kahului, HI, United States

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