Independent Financial Advisor - Free Licensing & Training

Westpac Wealth Partners; Honolulu (HI); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Free Licensing

Proprietary Training

Licensing reimbursements

Job summary

WestPac Wealth Partners in Hawaii invites driven individuals to run their own advisory practice with support from a Fortune #1 Best Place to Work and an Inc. 5000 Fastest Growing Company. This opportunity rewards proactive outreach and community impact in a client-centered financial planning role.

The firm focuses on helping business owners, medical professionals, athletes, and individuals with personal financial solutions, backed by in-house training and licensing support.

Qualifications

• 4-year degree required and a strong desire to help others.
• Highest integrity, ethics, and interpersonal skills.
• Willingness to obtain SIE, Series 7 & 66 licenses, Life and Health.

Responsibilities

• Expand a business practice through prospecting and referral-based strategies.
• Identify and cultivate new client relationships within target markets.
• Support advisory services and financial planning solutions for clients.

Skills

Licenses: SIE, Series 7 & 66, Life &/o

Desire to Help Others

Integrity & Ethics

Interpersonal & Relationship Skills

Education & Professional Development

Goal & Commitment Oriented

Education

4-Year Degree

Tools

Proprietary Planning Software

Job description

WestPac Wealth Partners in Hawaii invites driven individuals to run their own advisory practice with support from a Fortune #1 Best Place to Work and an Inc. 5000 Fastest Growing Company. This opportunity rewards proactive outreach and community impact in a client-centered financial planning role.

The firm focuses on helping business owners, medical professionals, athletes, and individuals with personal financial solutions, backed by in-house training and licensing support.