Service Advisor - Honolulu, HI

Service Advisor – Kapolei, HI Advisor Talent Solutions – Service Advisor role located in Kapolei, HI. Pay Range $70,000.00/yr – $80,000.00/yr. Monthly commission (uncapped). Job Details Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Other Minimum Requirements Bachelor’s degree preferred Previous client interaction in an office environment 5+ years of Financial Industry Experience Preferred CFP Preferred Life & Health paired with either a Series 65 or Series 7 & 66 combination Required Skills Analytical Self‑Motivated Self‑Directed Strong Interpersonal Communication Skills Highly Organizational Advanced Computer Skills Responsibilities Maintain licenses and comply with all rules and regulations. Maintain E&O insurance and act as fiduciary for all fee‑based clients. Attend and participate in all scheduled meetings and workshops. Provide EPIC planning and stay current with best practices. Use Nitrogen, Retirement Analyzer, Salesforce, and other software. Return all client emails and calls within 2 hours. Master and document all client communication in Salesforce. Set sales goals and focus on achieving them. Provide exceptional client experience and professional education. Process new business applications and support advisors. Scan and upload documents into client files. Ensure all vendor and broker/dealer requirements are satisfied. Handle urgent client servicing items and Salesforce tracking. Participate in daily check‑in and management meetings. Manage client communication and prepare summary recaps. Support admin staff during breaks and coverage periods. Salary $70,000 – $80,000 yearly with monthly commission (uncapped). Benefits 401(k) with automatic 3% company contribution Pre‑paid insurance (health, vision, dental, pharmaceuticals) Paid holidays Paid time off (PTO) Hours Monday–Friday, 8:00 am – 5:00 pm (in‑office) Presented by Advisor Employee Services Advisor Employee Services is a consulting firm located in Lenexa, Kansas, representing the top 1% of financial advisors across the country. We provide staffing solutions and encourage qualified candidates to apply. #J-18808-Ljbffr Advisor Talent Solutions