Client Growth Associate - Financial Advisor

Bank of Hawaii, Inc.; Tamuning (GU); On-site; USD 35,000 - 60,000; Full time

Job summary

Bankoh Investment Services, Inc. (BISI) seeks a professional to support a Financial Advisor with sales, administrative and client service duties, helping to grow the advisor's client base by acquiring new clients and expanding relationships with existing ones.

The role may require obtaining appropriate licenses within a defined timeframe to comply with regulatory requirements and business needs.

Qualifications

• Unlicensed and/or partially licensed candidates will be considered for this position.
• Candidates who are not fully licensed may be required to obtain applicable licenses within a defined timeframe as a condition of continued employment.

Responsibilities

• Provides sales, administrative and customer service support to an assigned Bankoh Investment Services, Inc. (BISI) Financial Advisor and assists with growing the FA's clientele by obtaining new clients and developing business with existing clients.

Job description

Bankoh Investment Services, Inc. (BISI) seeks a professional to support a Financial Advisor with sales, administrative and client service duties, helping to grow the advisor's client base by acquiring new clients and expanding relationships with existing ones.

The role may require obtaining appropriate licenses within a defined timeframe to comply with regulatory requirements and business needs.