Senior Wealth Advisor — High-Net-Worth Planning & Growth

Hsfcu Online; Honolulu (HI); On-site; USD 43,000 - 53,000; Full time

Benefits offered by this job

Health Coverage

Paid Time Off

Retirement Savings Plan

Transportation Subsidy

Wellness Programs

Job summary

Hawaii State Federal Credit Union seeks a Wealth Advisor to assist members with financial and estate planning, and wealth advisory needs. You will leverage your network and collaborate with HSFCU's Commercial, Business Development and Mortgage teams.

Located at HSFCU Headquarters in Downtown Honolulu, this role offers base pay plus commission opportunities. The position requires 5+ years in investment services and licenses (Series 7, Series 63/65/66, Insurance).

Qualifications

• Bachelor's degree and/or relevant experience.
• 5+ years of professional work experience in investment services, financial planning and consultation, and relationship management.
• Certifications: Series 7 and Series 63/65 or 66.
• Insurance License.
• Preferred: CFP, ChFC, CFA or other advanced designation.

Responsibilities

• Manage and grow a substantial book of business consisting primarily of high-value and high-net-worth client relationships.
• Proactive relationship management and strategic financial planning.
• Analyze complex financial situations and develop customized recommendations aligned with clients' objectives, risk tolerance, and life stages.
• Collaborate with internal partners and external professionals including CPAs and Estate Planning Attorneys.
• Serve as a resource and subject matter expert on complex planning, investment, and advisory matters.

Skills

Relationship management

Financial planning

Estate planning

Wealth advisory

Communication skills

Education

Bachelor's degree

Series 7 & Series 63/65/66

Insurance License

CFP / ChFC / CFA or other advanced designation

Job description

Hawaii State Federal Credit Union seeks a Wealth Advisor to assist members with financial and estate planning, and wealth advisory needs. You will leverage your network and collaborate with HSFCU's Commercial, Business Development and Mortgage teams.

Located at HSFCU Headquarters in Downtown Honolulu, this role offers base pay plus commission opportunities. The position requires 5+ years in investment services and licenses (Series 7, Series 63/65/66, Insurance).