Financial Advisor Associate (Guam)

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

Under the direction of the Manager, this position provides sales, administrative and customer service support to an assigned Bankoh Investment Services, Inc, (BISI) Financial Advisor (FA) and is responsible for assisting with the growth of the FA's clientele base by obtaining new clients and developing additional business with existing clients. This position will assist the FA in providing personalized investment solutions to help clients work toward their long-term financial goals through products/services offered through either or both the Broker-Dealer or Investment Advisory areas of BISI.

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, in accordance with business needs and regulatory requirements.