Senior Financial Advisor – Client Planning & Fiduciary

Advisor Talent Solutions; Kapolei (HI); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

401(k) with automatic 3% company contribution

Pre-paid insurance (health, vision, dental, pharmaceuticals)

Paid holidays

Paid time off (PTO)

Job summary

A financial advisory firm is seeking a Service Advisor in Kapolei, HI. The role requires a Bachelor’s degree and over 5 years of experience in the financial industry, along with strong analytical and communication skills. The Service Advisor will maintain licenses, provide exceptional client experiences, and manage communications using Salesforce. The position offers a competitive salary range of $70,000 to $80,000, uncapped commissions, and comprehensive benefits including a 401(k) plan, health insurance, paid holidays, and PTO.

Qualifications

• 5+ years of Financial Industry Experience Preferred.
• CFP Preferred.
• Life & Health paired with either a Series 65 or Series 7 & 66 combination.

Responsibilities

• Maintain licenses and comply with all rules and regulations.
• Attend and participate in all scheduled meetings and workshops.
• Provide exceptional client experience and professional education.

Skills

Analytical

Self-Motivated

Self-Directed

Strong Interpersonal Communication Skills

Highly Organizational

Advanced Computer Skills

Education

Bachelor’s degree preferred

Tools

Salesforce

Job description

A financial advisory firm is seeking a Service Advisor in Kapolei, HI. The role requires a Bachelor’s degree and over 5 years of experience in the financial industry, along with strong analytical and communication skills. The Service Advisor will maintain licenses, provide exceptional client experiences, and manage communications using Salesforce. The position offers a competitive salary range of $70,000 to $80,000, uncapped commissions, and comprehensive benefits including a 401(k) plan, health insurance, paid holidays, and PTO.