Senior Financial Advisor

HawaiiUSA FCU; Honolulu (HI); On-site; USD 43,000 - 53,000; Full time

Benefits offered by this job

Paid Time Off

11 Paid Holidays

401(k) with 3% Employer Contribution

Health insurance

Job summary

HawaiiUSA FCU is seeking a Senior Financial Advisor in Honolulu to develop long-term member relationships and guide financial profiles, risk assessments, and asset allocation.

The role requires 5+ years in investment services sales, FINRA licenses, and Hawaii life/health licenses. Strong communication and independence are essential to serve members while supporting IIS products and cross-sell opportunities.

Qualifications

• Five (5) years demonstrated experience in the sale of investment services.
• FINRA SIE.
• FINRA Series 63 and 65 or 66 license(s).
• FINRA Series 7.
• Hawaii Life and Health Insurance licenses (required or willing to get in first 2 months).
• Valid driver's license.
• High School Diploma.

Responsibilities

• Develops and maintains long-term relationships based on trust and respect for members and employees.
• Provides professional direction for members and employees through financial profiling, including risk profiling, and asset allocation.
• Identifies and evaluates member and employee needs for alternative financial products that are offered through Investment and Insurance Services (IIS).
• Develops and implements individual marketing/ business plans in alignment with Investment and Insurance sales and other goals.
• Works with other credit union staff to identify and leverage cross-sell opportunities.
• Provides those services and products that respond to member or employee needs in alignment with the mission of the Credit Union.

Skills

Communication

Time management

Teamwork

Decision making

Microsoft Office

Education

High School Diploma

Tools

Outlook

Word

Excel

PowerPoint

Job description

Full Time Professional College Walk, Honolulu, HI, US

Key Responsibilities

• Develops and maintains long-term relationships based on trust and respect for members and employees.
• Provides professional direction for members and employees through financial profiling, including risk profiling, and asset allocation.
• Identifies and evaluates member and employee needs for alternative financial products that are offered through Investment and Insurance Services (IIS).
• Develops and implements individual marketing/ business plans in alignment with Investment and Insurance sales and other goals.
  
• Works with other credit union staff to identify and leverage cross-sell opportunities.
• Provides those services and products that respond to member or employee needs in alignment with the mission of the Credit Union.

Qualifications & Experience

• Five (5) years demonstrated experience in the sale of investment services required.
• FINRA SIE.
• FINRA Series 63 and 65 or 66 license(s).
• FINRA Series 7.
• Hawaii Life and Health Insurance licenses (required or willing to get in first 2 months.)
• Valid driver's license.
• High School Diploma.

Key Skills

• Demonstrated excellent oral and written communication skills.
• Accountable for organization, time management, and member meeting management.
• Able to work both independently and cohesively with others and fosters a team environment.
• Able to make critical decisions independently.
• Microsoft applications (Outlook, Word, Excel, Power Point).
• Valid driver's license and commute in personal vehicle as required.

Minimum Physical Requirements

• Frequent prolonged meetings with members.
• We'll make reasonable accommodations for qualified applicants and employees with disabilities.

Benefits and Pay

The expected starting pay for the Senior Financial Advisor is $48,000 per year plus applicable eligible commissions.

• We cover 100% of employees’ single medical, drug, vision, and dental monthly health insurance premiums.
• Employees also love receiving paid volunteer time and our pay it forward program.
• Tuition assistance for higher education is another special way we invest in our workforce.
• Paid Time Off
• 11 Paid Holidays
• 401(k) and 3% Employer Contribution
• Health insurance
• Vision insurance
• Dental insurance
• Prescription drug insurance
• Life insurance
• Flexible spending account
• Disability insurance
• Opportunities for advancement
• Employee assistance program
• Referral program
• Retirement plan
• Employee discount
• Paid training
• Professional development assistance
• AD&D insurance
• Credit union membership
• Paid orientation
• and more.