Financial Advisor: Retirement & Estate Planning

HawaiiUSA FCU; Hawaii; On-site; USD 30,000 - 37,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Tuition assistance

Employee discount

Job summary

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

Financial Advisor and develop tailored strategies that align with objectives and risk tolerance. You will build and maintain strong client relationships, educate members on market trends, monitor portfolios, and adjust plans as markets change.

Qualifications

• High School Diploma or equivalent.
• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• 3 years of financial services industry experience.
• FINRA SIE, Series 63/65/66, Series 7, and Hawaii Life/Health licenses.
• CFP or CFA certification preferred.

Responsibilities

• Support a Sr. Financial Advisor and manage client needs, trades, records, scheduling reviews.
• Educate clients on financial concepts and market trends to enable informed decisions.
• Conduct comprehensive financial assessments of clients’ goals and status.
• Develop personalized investment strategies including mutual funds and annuities.
• Advise on retirement and estate planning, and risk management.
• Monitor markets and adjust portfolios to optimize returns and control risk.
• Maintain detailed records and ensure regulatory compliance.
• Collaborate with other financial professionals to deliver integrated services.

Skills

Communication skills

Organization & time mgmt

Independent decision making

Teamwork

Microsoft Office

Education

High School Diploma

Bachelor's degree in Finance/Economics/Business

FINRA SIE

FINRA Series 63/65/66

FINRA Series 7

Hawaii Life and Health Insurance licenses

CFP or CFA (preferred)

Job description

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

Financial Advisor and develop tailored strategies that align with objectives and risk tolerance. You will build and maintain strong client relationships, educate members on market trends, monitor portfolios, and adjust plans as markets change.