Favorites ()

Recent Searches

loading

Financial Advisor Assistant

Honolulu , HI

Order: 1214478
DirectHire

Job Title: Financial Advisor

Industry: Finance

Duration: Direct Hire

Hours: Flexible work days and hours based on client needs; Must be present for mandatory trainings, team meetings, and one on one’s with manager (Mondays, 8:30AM – 11:00AM; Wednesdays, 8:30AM – 10:00AM; Fridays, 8:30AM – 10:00AM) during training phase

Location: Honolulu, HI or Remote

Parking: Not Provided

Pay Rate: $2,000 Training bonus; Commission based or Salary plus reduced commissions

 

 

Note: Applications will only be reviewed for applicants currently living in the state of Hawaii and who are available for an interview with Staffing Solutions of Hawaii.

 

Description:

  • Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives

  • Provide information/education to clients about the purpose and details of financial products, services and strategies

  • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis

  • Contact clients periodically to determine if there have been changes in their financial status

  • Provide knowledgeable, objective financial guidance and customized finance strategies to consumer segments that demand high quality service

  • Participate in national and local development programs and joint work opportunities that provide comprehensive knowledge and skill training

 

Requirements:

  • A four-year college degree is preferred and relevant professional FINRA securities registrations are a plus.  If you do not have the following, you will be required to attain them, under the sponsorship(1) of AXA Advisors: state life and health licenses, FINRA Series 7 and 66 registrations. 

  • MBA, JD, CFP®, CPA, ChFC, or a background in finance is a plus

  • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures

  • Team player who possesses excellent interpersonal skills and communication abilities via phone and in person, with a high degree of self-confidence

  • Ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships

  • Sales experience is great, but not required

 

 

ID# 1214478

 

All offers are contingent upon the successful completion of background and reference checks.

 

Interested Applicants: Please visit us online at www.staffingsolutionsofhawaii.com to view additional positions.  Applications will only be reviewed for applicants currently living in the state of Hawaii and who are available for an interview with Staffing Solutions.

 

Staffing Solutions of Hawaii:

Staffing Solutions of Hawaii is a local, award winning, and growing privately owned agency in Oahu.  For more than 20 years, our personal approach to building our relationships with renowned companies ensures our employees enjoy competitive pay, stimulating careers and assignments, and excellent growth opportunities, with the chance for it to turn into full-time employment!

 

We are proud to be an Equal Employment Opportunity and Affirmative Action employer, including females, minorities, protected Veterans and those with disability.