Financial Advisor (All Islands)
Bank of Hawaii
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10 months ago Be among the first 25 applicants.
Job Description
Under the direction of the Manager, this position provides clients with investment guidance, support, and services. It involves ensuring compliance with applicable laws, regulations, and bank policies, including Anti-Money Laundering laws, the Investment Advisers Act of 1940, securities laws, Fair Banking, Bank Secrecy Act, and USA PATRIOT Act. The role also includes conducting sales and relationship management activities in accordance with Bank of Hawaii and firm guidelines.
Responsibilities
- Develop and maintain investment relationships, formulate investment strategies, and deliver recommendations based on clients' goals and risk profiles. Use firm-approved products and services, including mutual funds, insurance, and advisory solutions. Ensure timely execution of market transactions and compliance with industry and bank policies.
- Solicit clients through various channels, including phone, networking, and referrals. Travel within the community for client servicing and prospecting. Refer clients to specialists for advice and cross-selling opportunities. Use the Blue360 CRM system for tracking activities.
- Stay informed on market trends, product changes, and regulatory updates. Attend training and complete continuing education requirements.
- Perform other duties as assigned.
Qualifications
MINIMUM QUALIFICATIONS:
- Bachelor’s degree or equivalent work experience.
- FINRA Series 7, 66, and/or 65/63 licenses, and State of Hawaii Life, Accident, and Health license. CFP certification preferred.
Experience levels vary from 2 to 7+ years, with corresponding production levels and expertise, including relationship management, sales, and investment knowledge. Proficiency with MS Office and bank systems required. Strong analytical, communication, networking, and organizational skills are essential. Ability to work flexible hours and operate a vehicle is required.
As a Bank of Hawaii employee, ensure compliance with applicable laws and regulations, including Fair Banking, Anti-Money Laundering, Bank Secrecy Act, and USA PATRIOT Act.
Deliver exceptional customer service to help clients build a better tomorrow. We are an EEO/AA employer, including disability and veterans.
#J-18808-LjbffrVacancy posted 1 day ago
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