Strategic Investment Advisor & Client Partner

Bank of Hawaii; Kailua (HI); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of Hawaii is seeking a professional who will provide clients with investment guidance and support, ensuring compliance with laws and regulations. Responsibilities include developing investment relationships, formulating investment solutions and strategies, and soliciting clients via various channels.

The ideal candidate has a Bachelor’s degree, relevant FINRA licenses, and experiences in a brokerage or advisory firm. Strong analytical skills and proficiency in Microsoft applications are essential. Join our team to help deliver exceptional customer experiences.

Qualifications

• Bachelor’s degree from an accredited institution or equivalent work experience.
• Possesses FINRA registration Series 7, Series 63, and Series 65 or 66 licenses.
• Minimum two years of experience in a brokerage and/or advisory firm.

Responsibilities

• Develop investment relationships with clients and provide appropriate recommendations.
• Solicit clients through various channels and manage client interactions effectively.
• Stay updated on market trends and regulatory changes.

Skills

Relationship management

Sales experience

Investment knowledge

Analytical skills

Networking skills

Education

Bachelor’s degree or equivalent work experience

FINRA Series 7, 63, 65 or 66 licenses

Tools

Microsoft Office Suite

Job description

Bank of Hawaii is seeking a professional who will provide clients with investment guidance and support, ensuring compliance with laws and regulations. Responsibilities include developing investment relationships, formulating investment solutions and strategies, and soliciting clients via various channels.

The ideal candidate has a Bachelor’s degree, relevant FINRA licenses, and experiences in a brokerage or advisory firm. Strong analytical skills and proficiency in Microsoft applications are essential. Join our team to help deliver exceptional customer experiences.