Wealth Planning Associate: Growth & Advisory

Central Pacific Bank; Honolulu (HI); On-site; USD 55,000 - 75,000; Full time

Job summary

A regional financial institution in Honolulu is seeking a professional to provide investment and life insurance advice while supporting Wealth Advisors. The role includes building client relationships, ensuring regulatory compliance, and assisting with customer inquiries. The ideal candidate has over four years of retail financial sales experience and must hold a Series 7 license. This position offers a dynamic work environment and the chance to develop professionally within a reputable organization.

Qualifications

• 4+ years of experience in Retail financial sales and servicing.
• Series 7 license required.
• Proficient use of standard office equipment.

Responsibilities

• Provide investment and life insurance advice to clients.
• Assist with opening new accounts and servicing inquiries.
• Participate in internal/external bank events.

Skills

Sales skills

Analytical abilities

Customer service

Communication skills

Education

High School Diploma or GED

Bachelor’s Degree in related field

Job description

A regional financial institution in Honolulu is seeking a professional to provide investment and life insurance advice while supporting Wealth Advisors. The role includes building client relationships, ensuring regulatory compliance, and assisting with customer inquiries. The ideal candidate has over four years of retail financial sales experience and must hold a Series 7 license. This position offers a dynamic work environment and the chance to develop professionally within a reputable organization.