Wealth Advisor for High-Net-Worth Clients (Honolulu)

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

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