Client-Focused Personal Banker & Financial Advisor
First Hawaiian Bank
First Hawaiian Bank is seeking a personable Personal Banker for the Hawaii Kai branch to build trusted relationships with clients and provide tailored financial guidance. You will collaborate with Wealth Management, Private Banking, Mortgage Banking, and other teams to address clients’ needs and grow your portfolio. The role emphasizes delivering proactive financial planning, upselling appropriate services, and maintaining strong customer satisfaction while meeting branch goals and compliance #J-18808-Ljbffr
$45k - $52.2k
...seeking a highly engaging, customer-focused, goals-driven Personal Banker to join our University Branch... ...consult with portfolio clients via needs based, financial planning conversations. Job Description... ...act as the customer’s trusted advisor by addressing clients’...SuggestedWork experience placementMonday to Friday- ...CPB Group is hiring for a Commercial Deposit Officer in Honolulu, Hawaii. The role focuses on managing a portfolio of Commercial Market clients with deposit accounts and relationships, with emphasis on new core deposit acquisition and generation of new business referrals...Suggested
$100k
...investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory... ...in on-going training focused on how to develop a book of business...SuggestedHourly payFull timeWork at officeDay shift- ...including comprehensive financial planning to the wealth... ...support to the Wealth Advisors, if the position is... ...customer inquiries, etc.Team Focused LeadershipParticipate... ...by internal/external clients.Maintain internal... ...industry developments.Personal/Professional DevelopmentAttend...SuggestedWork at office
- ...on experience. Universal Bankers are able to perform sales, servicing... ...portfolio of High Value Clients (HVC) to build and retain... ...unsecured consumer loan and personal lines of credit applications.... ...Analyzes tax returns and financial statements. Participates in...SuggestedWork experience placementWork at office
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...where you can help your clients achieve their goals through... ...a financial representative focused on client-building and... ...client experience Build personalized, holistic financial plans tailored...Full timeContract workFor contractorsWork at office$48k
...Wealth Advisor We are seeking a Wealth Advisor to... ...assist our members with Financial Planning, Estate Planning... ...and high-net-worth client relationships. Proactive... ...development through in-person and online training... ...culture is inclusive, with a focus on teamwork and...Full timeWork experience placementFlexible hours$45k - $100k
...Financial Advisor PositionJoin a financial services firm where your contributions... ...first. With over 9 million clients and 20,000 financial... ...privately-owned, placing the focus on our clients rather than shareholder... ...you need to balance your personal and professional lives – the...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...business where you can help your clients achieve their goals through... ...a financial representative focused on client‑building and... ...client experience Build personalized, holistic financial plans tailored...Work at office- ...the heart of our commitment to helping clients own their financial futures. As a Financial Consultant,... ...term investment strategies for their personal situation. Desire to provide outstanding... ...client relationship by applying a focused client communication strategy, and...Full time
- ...full accountability for the financial performance, product strategy... ...revenue growth, profitability, and client retention across the... ...line-of-business commercial bankers, technology partners, and external... ...equipment, including phone, copier, personal computer and/or other work...Work at office
- ...growing an assigned portfolio of business clients with deposit and loan account... ...payment and tickler delinquencies); follows financial trends of respective borrowers; appropriately... ...expertise for all stages of their business and personal life. Deliver an exceptional customer...Work at office
- ...Manage and grow a portfolio of high valued clients in loan and deposit accounts/... ...payment and tickler delinquencies)Follows financial trends of respective borrowersAppropriately... ...office equipment, including phone, copier, personal computer and/or other work related mechanical...Work at office
$19.5 - $25.3 per hour
...Relationship Banker At the direction of the Manager, the Relationship... ...experiences by engaging clients with exceptional customer... ...introduces and sells customers financial services to meet their short... ...tracking and prospecting to achieve personal sales goals and contribute to...Hourly payFull timeTemporary workWork experience placementShift workWeekend workAfternoon shift- .../management experience preferred.Demonstrated proficiency with personal computers and Microsoft applications (Outlook, Word, Excel, and... ...Develops new product offerings and strategies as needed to meet client needs while ensuring a favorable competitive position in the...Ongoing contractTemporary workWork experience placementFlexible hoursAfternoon shift
$47.2k - $84.41k
...Business Segment by working with existing and forming connections with potential new Small Business client's to help them reach their financial goals. The Business Banker also leverages Credit Analysis skills to properly grow their portfolio and does due diligence to...Work experience placementMonday to Friday- ...COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY?... ...potential banking diverse segment clients. Community Loan Officer... ...nonprofits, trade organizations, financial advisors) that fit within the banks... ...loan volume, primarily focusing on underserved communities and...Work at officeRemote work
$5,000 per month
...Strategies is building a mission-driven team focused on helping individuals create sustainable... ...enrollment into a system that changes financial outcomes. We believe how you sell matters just as much as what you sell. Our clients trust us with major financial decisions...Temporary workRemote work- ...responsible for preparing and delivering comprehensive financial and estate planning solutions and advice to clients of Bank of Hawaii wealth management. This... ...managementDemonstrated proficiency and expertise with personal computers in a networked environment and...Work at officeFlexible hoursAfternoon shift
- ...between Bank of Hawaii and their assigned clients and is responsible for the overall... ...thorough understanding of all aspects for financial statements and their analysis including... ...Technical Skills: Demonstrated proficiency with personal computers in a networked environment and...Work experience placementFlexible hoursAfternoon shift
- A flexible career agency in Honolulu is seeking passionate individuals for a unique role focused on client consultations and financial security. You'll conduct virtual meetings, assess client needs, and maintain strong relationships with check-ins. Enjoy a flexible schedule...Remote jobFlexible hours
- ...DIFFERENCE? Join a spirited, dynamic team with Hawai`i’s leading credit union as we make a difference in our community – providing financial value, exceptional service, and state-of-the-art convenience to our members. DO YOU WANT TO MAKE A DIFFERENCE? Join a spirited,...Full timePart timeWork experience placementFlexible hoursWeekend work
- ...loan financing programs Opportunities for advancement About Working with Us Hawaii National Bank is known as the Home of Warm-Hearted Bankers. We are a locally-owned family business that has become a family. We foster a friendly and supportive work environment, value open...Immediate start
- ...career where you can build meaningful client relationships, develop financial expertise and create a business of... ...informed financial decisions. Our advisors take a holistic, educational... ...choose to serve. Sagient offers the personalized attention of a boutique firm, supported...
- ...passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading... ...by a commitment to delivering personalized solutions and thrive in a... ...Hawaii. As a Sagient financial advisor, you'll assist clients in identifying...
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege... ...to build your business and client baseDevelop and execute on a... ...to ensure that you experience personal and professional growth in this... ...Financial Representative or Advisor role upon graduation....Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Financial Advisor Are you ready to step into a pivotal role within an established, thriving solo... ...unique opportunity to directly engage with clients, taking on existing relationships and... .... Job Type Full-time Location In person. Relocate before starting work to Edina...Full timeTemporary workWork at officeRelocationMonday to Friday
$40k - $43k
...opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become... ...and discovery process to uncover client needs and uses a holistic approach to financial... ...in assigned branches. Partners with bankers and regularly meets to strategize on...Work at officeImmediate start$1,000 per month
Overview College Financial Representatives in the internship program... ...network to build your business and client base Develop and execute on... ...ensure that you experience personal and professional growth in... ...Financial Representative or Advisor role upon graduation. Qualifications...Full timeInternshipLocal areaFlexible hours- Bank of America, Merrill Advisor Development Program — Financial Advisor, seeks individuals to build a book of high-net-worth clients and articulate tailored investment guidance. You... ...referrals, and delivering compliant and personalized financial recommendations. #J-18808-...
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