Wealth Advisor

Cetera Financial Group; Honolulu (HI); On-site; USD 43,000 - 53,000; Full time

Benefits offered by this job

Health Coverage

Paid Time Off

401(k) Retirement Savings

Transit Subsidy

Wellness programs

Job summary

Hawaii State Federal Credit Union in Downtown Honolulu is seeking a Wealth Advisor to assist our members with financial planning, estate planning, and wealth advisory needs. You'll bring your expertise and established network to our member-trusted team, expanding opportunities through collaboration with HSFCU's Commercial, Business Development and Mortgage departments.

This role is based at HSFCU Headquarters, offering a comprehensive benefits package and a chance to grow with a respected

Qualifications

• Bachelor's degree and/or equivalent experience in investment services or financial planning.
• 5+ years of professional work experience in investment services, financial planning and relationship management.
• Series 7 and Series 63/65 or 66 registrations required.

Responsibilities

• Manage and grow a substantial book of business with high-value clients.
• Proactive relationship management and strategic financial planning.
• Analyze complex financial situations and develop customized recommendations.
• Collaborate with CPAs and Estate Planning Attorneys.
• Serve as a subject matter expert on complex planning, investments and advisory matters.

Skills

Relationship management

Financial planning

Investment services

Client advisory

Communication

Education

Bachelor's degree or equivalent experience in finance

Tools

Series 7

Series 63/65/66

Job description

Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows wealth management programs on bank or credit union premises.

We are seeking a Wealth Advisor to assist our members with Financial Planning, Estate Planning, and Wealth Advisory needs. You'll bring your expertise and current established network to our member-trusted team, and expand your opportunities through partnership with HSFCU's Commercial, Business Development and Mortgage departments.

This position is located at our HSFCU Headquarters in Downtown Honolulu.

HSFCU Headquarters, 333 Queen Street, Honolulu, Hawaii, United States of America

Salary Range

Minimum Annual Salary Range: $48,000 per year + eligible commission.

The posted range reflects the anticipated base pay for this position, with final compensation determined based on commission.

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.

Minimum Qualifications and Experience

• Bachelor's degree and/or equivalent 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.

Preferred Qualifications and Experience

• Bachelor's degree in business, economics, finance, or other related field.
• Certified Financial Planner (CFP), ChFC, CFA or other advanced designation.

Overview

Find your happy place. Hawaii State Federal Credit Union is more than a bank, and not just another credit union. We’re a place where “Always Right By You” isn’t just a tagline to those we serve, but a promise to our employees, who enjoy generous benefits, opportunities for career advancement and a healthy work-life balance. As an employee, you will be part of a team that values trust, encouragement, and the holistic experience of working together. HSFCU offers a dynamic and supportive work environment where employees can enjoy competitive compensation and one of the best benefits packages in the business.

• Competitive Compensation: HSFCU offers competitive pay, merit increases, and incentives.
• Health Coverage: We've got you covered: full-time employees receive 100% coverage for medical and dental premiums, plus 50% towards covering your family members. Pre-tax deductions for your Flexible Spending Plan can be added on as early as 6 months in.
• Paid Time Off: Enjoy 13 paid holidays each year, plus Election Day and up to 2 full days off for Community Service. Your hard work is rewarded with an increase in PTO accrual with every year you're employed.
• Retirement Savings: Contribute to a 401(k) plan with up to 10% employer contributions including a 6% match and profit sharing after your first year.
• Transportation Subsidy: We make your daily commute stress-free. Receive 100% bus pass reimbursement or up to $100 subsidy towards parking and Pre-Tax deductions.
• Health & Wellness: Access to wellness fairs, flu shot clinics, and on-site fitness centers.
• Additional Benefits: Flexible spending plans, credit union discounts, life, accident, and disability insurance.
• Growth Opportunities: HSFCU invests in employee development through in-person and online training programs, workshops, career development assistance, and tuition assistance. Employees are encouraged to further their education and unlock new opportunities.
• Work Environment: HSFCU’s modern headquarters prioritize a balance between wellness and productivity, offering a variety of amenities. The culture is inclusive, with a focus on teamwork and community, often described as an 'ohana' or family atmosphere.
• Employee Testimonials: Employees appreciate the supportive environment where everyone’s voice is heard and valued. The credit union has been recognized as one of Hawaii’s best places to work for over 15 years.