A regional financial institution in Honolulu is seeking a professional to provide investment and life insurance advice while supporting Wealth Advisors. The role includes building client relationships, ensuring regulatory compliance, and assisting with customer inquiries. The ideal candidate has over four years of retail financial sales experience and must hold a Series 7 license. This position offers a dynamic work environment and the chance to develop professionally within a reputable organization. #J-18808-Ljbffr
Wealth Planning Associate: Growth & Advisory • Honolulu, HI, United States
Under the direction of the Manager, this role is responsible for preparing and delivering comprehensive financial and estate planning solutions and advice to clients of Bank of Hawaii wealth manage... Show more
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Provide professional investment and life insurance advice including comprehensive financial planning to the wealth management, commercial and small business markets; developing new business relatio... Show more
Leads and manages the team of Financial Advisors and Associate Financial Advisors and serves as mentor and "change agent" with the goal of transforming and optimizing the business to create capacit... Show more
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