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Financial Advisor Assistant

Honolulu , HI

Order: 1214478
DirectHire

Job Title: Financial Advisor Assistant

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

 

This organization is a financial advising company that offer financial advising, investment products, insurance, and many more… They offer entry-level positions in the financial consulting industry with long-term career growth!

 

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. #ssoh

 

Why work with Staffing Solutions of Hawaii:

  • We are a local, award winning, and growing privately owned agency in business for 25 years

  • Employees enjoy competitive pay, stimulating careers, and excellent growth opportunities!

  • We have over 120 job positions including full-time, part-time, and internship opportunities inclusive with medical benefits options

  • We partner with 100+ organizations in Hawaii, such as Kaiser Permanente, Bank of Hawaii, Hawaiian Airlines, Hilton Grand Vacations, KHON 2 News and many more!

 

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