Junior Financial Advisor

We are excited to announce that we are currently looking to fill a Junior Financial Advisor position in Honolulu, HI.

This position is responsible for building and maintaining long-term relationships with our existing client base and developing and nourishing new clients and prospects. This role will partner with a more experienced advisor and on their own.

One-on-One mentorship with a Lead Advisor, as well as a team-based learning through weekly trainings to help you develop and flourish. This role will report to the Lead Financial Advisor.

Responsibilities Include:

  • Work various lead sources, conduct client meetings, offer and advise on product solutions that fit Clients’ financial needs
  • Construct financial plans, report investment performance
  • Communicate investment advice and execute financial plans
  • Work jointly with operations teams and others to ensure concierge Client experience
  • Manage and foster all Client relationships in a healthy manner
  • Abide by all legal and regulatory requirements of the Advisor role

Competencies:

  • Adaptable and highly flexible to adjust to ever-changing financial market conditions, industry standards, compliance regulations and evolving technology
  • Willing to increase knowledge of products and services as the company and industry evolves.
  • Capable of working collaboratively and respectfully with all levels of personnel in the company.
  • Capable of working independently and in a team environment.
  • Self-starter who has a strong work ethic and is results driven.
  • Able to set goals and track to them.
  • Quick problem solver, solutions-based thinker.
  • Excellent interpersonal and customer service skills.
  • Excellent communication skills with the ability to build and maintain rapport and relationships with Clients and colleagues.
  • High integrity with the drive to act in the Client’s best interest in all situations.

Qualifications:

  • Bachelor’s degree or equivalent in Marketing, Finance, Sales, Business, or related Field
  • Prior experience Financial Planning and/or Sales fields preferred, but not required.
  • Knowledge of insurance/financial services industry preferred, but not required
  • Series 6, 7, 63, 66 required, CFP designation preferred, but not required.
  • Must be able to pass background, FINRA, and other Finance industry checks.

Compensation is based on experience and will be discussed with the Lead Financial Advisor.