Financial Advisor

BrokerHunter; Honolulu (HI); On-site; USD 60,000 - 90,000; Full time

Job summary

BrokerHunter is seeking an Associate Financial Advisor to join a growing independent financial planning and wealth management firm in Honolulu. This role offers hands-on client exposure while developing toward becoming a Financial Advisor and building a personal book of business.

Working with a Lead Advisor, you will gain experience across the planning process, prepare financial plans, support investment recommendations, and help deliver exceptional client service.

Qualifications

• 1+ years of financial services or wealth management experience.
• Registered Representative experience preferred.
• FINRA Series 6, Series 63 and/or Series 7 preferred.
• Life & Health Insurance License preferred.
• Previous insurance sales experience is a plus.
• Proficiency with Microsoft Excel and Word.
• Experience with CRM and financial technology platforms.
• Strong communication and relationship-building skills.
• Desire to develop into a Financial Advisor and eventually build and manage a book of business.

Responsibilities

• Assist the Lead Advisor with client relationships and ongoing service.
• Support new client onboarding and retention.
• Gather, organize, review, and analyze client financial information.
• Assist with the preparation and delivery of financial plans.
• Support investment advisory and money management activities.
• Develop and cultivate client relationships.
• Assist with client events and special projects.
• Learn the firm's financial planning, investment, and client service processes.
• Progress toward greater responsibility through the firm's Advisor Pathway.

Skills

Excel

Word

CRM

Relationship-building

Communication skills

Tools

CRM

Financial technology platforms

Job description

BrokerHunter is conducting a search on behalf of an independent financial planning and wealth management firm seeking a Associate Financial Advisor to join its growing team.

This is an excellent opportunity for an early-career financial professional who wants hands-on experience working directly with clients while developing toward becoming a Financial Advisor and ultimately building a book of business.

The Opportunity

Working closely with a Lead Advisor, you will gain practical experience across the financial planning and wealth management process. You will assist with gathering and analyzing client information, preparing financial plans, supporting investment and financial planning recommendations, and helping deliver an excellent client experience.

This position is designed to provide both immediate responsibility and long-term career development. The successful candidate will have the opportunity to advance through the firm's Advisor Pathway, take on increasing advisory responsibilities, and potentially acquire and manage a segment of clients they have helped serve.

Responsibilities

• Assist the Lead Advisor with client relationships and ongoing service
• Support new client onboarding and retention
• Gather, organize, review, and analyze client financial information
• Assist with the preparation and delivery of financial plans
• Support investment advisory and money management activities
• Develop and cultivate client relationships
• Assist with client events and special projects
• Learn the firm's financial planning, investment, and client service processes
• Progress toward greater responsibility through the firm's Advisor Pathway

Preferred Qualifications

• 1+ years of financial services or wealth management experience
• Registered Representative experience preferred
• FINRA Series 6, Series 63 and/or Series 7 preferred
• Life & Health Insurance License preferred
• Previous insurance sales experience is a plus
• Proficiency with Microsoft Excel and Word
• Experience with CRM and financial technology platforms
• Strong communication and relationship-building skills
• Desire to develop into a Financial Advisor and eventually build and manage a book of business

Why Consider This Opportunity?

This isn't simply a client service position. The firm is looking for someone who wants to develop into an advisor.

The firm offers:

• Defined Advisor Pathway with advancement opportunities
• Hands-on mentorship from an experienced Lead Advisor
• Direct exposure to financial planning and investment management
• Opportunity to develop and eventually manage client relationships
• Potential opportunity to acquire a segment of clients you have helped serve
• Supportive, developmental work environment
• Financial planning and investment advisory services provided at no cost
• Competitive compensation based on experience and qualifications