Service Advisor - Honolulu, HI

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

Service Advisor – Kapolei, HI

Advisor Talent Solutions – Service Advisor role located in Kapolei, HI.

Pay Range

$70,000.00/yr – $80,000.00/yr. Monthly commission (uncapped).

Job Details

• Seniority level: Mid‑Senior level
• Employment type: Full‑time
• Job function: Other

Minimum Requirements

• Bachelor’s degree preferred
• Previous client interaction in an office environment
• 5+ years of Financial Industry Experience Preferred
• CFP Preferred
• Life & Health paired with either a Series 65 or Series 7 & 66 combination

Required Skills

• Analytical
• Self‑Motivated
• Self‑Directed
• Strong Interpersonal Communication Skills
• Highly Organizational
• Advanced Computer Skills

Responsibilities

• Maintain licenses and comply with all rules and regulations.
• Maintain E&O insurance and act as fiduciary for all fee‑based clients.
• Attend and participate in all scheduled meetings and workshops.
• Provide EPIC planning and stay current with best practices.
• Use Nitrogen, Retirement Analyzer, Salesforce, and other software.
• Return all client emails and calls within 2 hours.
• Master and document all client communication in Salesforce.
• Set sales goals and focus on achieving them.
• Provide exceptional client experience and professional education.
• Process new business applications and support advisors.
• Scan and upload documents into client files.
• Ensure all vendor and broker/dealer requirements are satisfied.
• Handle urgent client servicing items and Salesforce tracking.
• Participate in daily check‑in and management meetings.
• Manage client communication and prepare summary recaps.
• Support admin staff during breaks and coverage periods.

Salary

$70,000 – $80,000 yearly with monthly commission (uncapped).

Benefits

• 401(k) with automatic 3% company contribution
• Pre‑paid insurance (health, vision, dental, pharmaceuticals)
• Paid holidays
• Paid time off (PTO)

Hours

• Monday–Friday, 8:00 am – 5:00 pm (in‑office)

Presented by Advisor Employee Services

Advisor Employee Services is a consulting firm located in Lenexa, Kansas, representing the top 1% of financial advisors across the country. We provide staffing solutions and encourage qualified candidates to apply.