Financial Advisor – Client Wealth & Planning

HawaiiUSA FCU; Kapolei (HI); On-site; USD 30,000 - 36,000; Full time

Benefits offered by this job

Health insurance

Tuition assistance

Paid time off

9 Paid holidays

Retirement plan with employer match

Employee discounts

Job summary

HawaiiUSA Federal Credit Union seeks a licensed Financial Advisor in Kapolei, HI, to guide members through investments, retirement, estate planning, and life insurance decisions. You will analyze clients' financial situations with a Sr.

Advisor and tailor strategies that fit risk tolerance and goals. Responsibilities include educating clients on market trends, entering trades, maintaining records, and coordinating reviews.

Qualifications

• Licenses required: FINRA SIE (waived for candidates with prior FINRA registration)
• FINRA Series 63 and 65 or 66 licenses
• FINRA Series 7 license
• Hawaii Life and Health Insurance licenses
• High School Diploma or equivalent.

Responsibilities

• Support a Sr. Financial Advisor and their member-clients' needs, entering trades, updating records, scheduling reviews and appointments with existing clients, and following up on submitted paperwork.
• Educate clients on financial concepts and market trends to facilitate informed decision-making.
• Conduct comprehensive financial assessments to understand clients' current financial status and future goals.
• Develop personalized investment strategies incorporating mutual funds, annuities, and other financial products.
• Advise clients on retirement planning, estate planning, and risk management to ensure holistic financial security.
• Monitor financial markets and adjust client portfolios proactively to optimize returns and manage risks.
• Maintain detailed records of client interactions, financial plans, and compliance with regulatory requirements.
• Collaborate with other financial professionals to provide integrated advisory services when necessary.

Skills

Communication

Relationship building

Financial analysis

Sales aptitude

Team collaboration

Education

Bachelor's degree in Finance or related field

CFP or CFA preferred

Tools

Microsoft Office

Portfolio management software

Job description

HawaiiUSA Federal Credit Union seeks a licensed Financial Advisor in Kapolei, HI, to guide members through investments, retirement, estate planning, and life insurance decisions. You will analyze clients' financial situations with a Sr.

Advisor and tailor strategies that fit risk tolerance and goals. Responsibilities include educating clients on market trends, entering trades, maintaining records, and coordinating reviews.