Financial Advisor Associate: Client Growth & Solutions

Bank of Hawaii

Honolulu (HI)

On-site

USD 60,000 - 90,000

Full time

2 days ago

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Job summary

Bank of Hawaii is seeking a dedicated support professional to aid a Financial Advisor, drive new client growth, and deliver tailored investment solutions through BISI channels. You will assist with account openings, transfers, and client communications while coordinating with the FA to achieve long-term financial goals.

The role requires FINRA licenses, brokerage experience, and strong customer service, sales, and planning skills.

Qualifications

Bachelor’s degree or equivalent experience; FINRA registration Series 7, 63, and 65 or 66 licenses and State of Hawaii Life, Accident and Health license (CFP if applicable).
Two years brokerage experience including customer service and sales or equivalent; knowledge of investments and markets.
Proficiency with PCs and Microsoft Office; familiarity with bank software and systems.
CFP certification preferred.

Responsibilities

Reviews and opens accounts, processes transfers, and assists FA with quotes and research.
Identifies and solicits new business opportunities; schedules client reviews and maintains relationships.
Helps with compliance, daily trade logs, and staying current on products and internal updates.
Maintains BLUE360 referrals, calendars, client greetings, and FA expense reporting.
Performs other duties as assigned and supports branch operations and client servicing.