Financial Advisor

Job Description

Job Description

As a Financial Advisor you will play a pivotal role in guiding members through complex financial decisions to help them achieve their long-term financial goals. You will analyze, alongside a Sr. Financial Advisor, clients' financial situations, including investments, retirement plans, and estate planning, to develop tailored strategies that align with their objectives and risk tolerance. Your expertise in financial markets and investment advisory will enable you to recommend suitable products such as mutual funds, annuities, and life insurance that optimize clients' portfolios. Building and maintaining strong client relationships will be essential, as you provide ongoing advice and adjust plans in response to market changes and life events. Ultimately, your role is to empower members with knowledge and strategies that secure their financial future and enhance their overall financial well-being.

Minimum Qualifications :

• Licenses are required.

FINRA Series 63 and 65 or 66 license(s)

Preferred Qualifications :

Responsibilities :

Skills :

The required skills such as investments, mutual funds, and financial advisory are utilized daily to analyze client portfolios and recommend appropriate financial products that meet their goals. Expertise in retirement planning and estate planning ensures comprehensive advice that covers all aspects of a client’s financial life. Knowledge of financial markets allows the advisor to stay informed on market trends and adjust strategies proactively. Investment strategies and annuities skills are critical for creating diversified portfolios that balance risk and return effectively. Additionally, excellent communication and interpersonal skills enable the advisor to build trust and clearly explain complex financial concepts to clients.

Minimum Physical Requirements

Benefits & Pay

The expected starting pay for our licensed Financial Advisor is $33,280 / yr. plus applicable eligible commissions.

We cover 100% of employees’ single medical, drug, vision, and dental monthly health insurance premiums. Employees also love receiving paid volunteer time, our pay it forward program, and matching their charitable donations up to $250 per year per employee. Tuition assistance for higher education is another special way we invest in our workforce. Benefits include, Paid Time Off and 11 Paid Holidays, 401(k) and 3% Employer Contribution, Health insurance, Vision insurance, Dental insurance, Prescription drug insurance, Life insurance, Flexible spending account, Disability insurance, Opportunities for advancement, Employee assistance program, Referral program, Retirement plan, Employee discount, Paid training, Professional development assistance, AD&D insurance, Credit union membership, Paid orientation, and more.

Make a difference one life at a time!

About Company :

HawaiiUSA Federal Credit Union is a local, not-for-profit, federally insured financial cooperative, owned and operated by our members since 1936. We are dedicated to helping members achieve their financial goals and our employees reach their career aspirations. We are committed to our community by extending ourselves through our time, efforts and resources. Our motto, Life Matters, means celebrating life’s experiences and creating fulfilling work opportunities, not just jobs.