Financial Advisor (All Islands)

Bank of Hawaii; Honolulu (HI); On-site; USD 60,000 - 90,000; Full time

Job summary

Join a leading company as a Financial Advisor, providing clients with investment guidance and relationship management. This role involves compliance with laws, formulating investment strategies, and utilizing firm-approved products. Candidates should possess relevant licenses and strong analytical skills, with the ability to build meaningful client relationships. A rewarding opportunity awaits in a dynamic environment that prioritizes exceptional customer service.

Qualifications

• Bachelor’s degree or equivalent work experience.
• FINRA Series 7, 66, and/or 65/63 licenses required.
• Proficiency with MS Office and bank systems.

Responsibilities

• Develop and maintain investment relationships and deliver recommendations.
• Solicit clients through phone, networking, and referrals.
• Stay informed on market trends and attend training.

Skills

Analytical

Communication

Networking

Organizational

Education

Bachelor’s degree

CFP certification (preferred)

Tools

MS Office

Blue360 CRM

Job description

Join to apply for the Financial Advisor (All Islands) role at Bank of Hawaii.

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Job Description

Under the direction of the Manager, this position provides clients with investment guidance, support, and services. It involves ensuring compliance with applicable laws, regulations, and bank policies, including Anti-Money Laundering laws, the Investment Advisers Act of 1940, securities laws, Fair Banking, Bank Secrecy Act, and USA PATRIOT Act. The role also includes conducting sales and relationship management activities in accordance with Bank of Hawaii and firm guidelines.

Responsibilities

• Develop and maintain investment relationships, formulate investment strategies, and deliver recommendations based on clients' goals and risk profiles. Use firm-approved products and services, including mutual funds, insurance, and advisory solutions. Ensure timely execution of market transactions and compliance with industry and bank policies.
• Solicit clients through various channels, including phone, networking, and referrals. Travel within the community for client servicing and prospecting. Refer clients to specialists for advice and cross-selling opportunities. Use the Blue360 CRM system for tracking activities.
• Stay informed on market trends, product changes, and regulatory updates. Attend training and complete continuing education requirements.
• Perform other duties as assigned.

Qualifications

MINIMUM QUALIFICATIONS:

• Bachelor’s degree or equivalent work experience.
• FINRA Series 7, 66, and/or 65/63 licenses, and State of Hawaii Life, Accident, and Health license. CFP certification preferred.

Experience levels vary from 2 to 7+ years, with corresponding production levels and expertise, including relationship management, sales, and investment knowledge. Proficiency with MS Office and bank systems required. Strong analytical, communication, networking, and organizational skills are essential. Ability to work flexible hours and operate a vehicle is required.

As a Bank of Hawaii employee, ensure compliance with applicable laws and regulations, including Fair Banking, Anti-Money Laundering, Bank Secrecy Act, and USA PATRIOT Act.

Deliver exceptional customer service to help clients build a better tomorrow. We are an EEO/AA employer, including disability and veterans.