Personal Banker & Wealth Advisor - University Branch
$45k - $52.2kFirst Hawaiian Bank
Job Description First Hawaiian Bank is currently seeking a highly engaging, customer-focused, goals-driven Personal Banker to join our University Branch team in Oahu. In this role, you will primarily consult with portfolio clients via needs based, financial planning conversations. Job Description First Hawaiian Bank is currently seeking a highly engaging, customer-focused, goals-driven Personal Banker to join our University Branch team in Oahu. In this role, you will primarily consult with portfolio clients via needs based, financial planning conversations. Compensation The annual salary range is $45,000 - $52,200/yr, commensurate with experience; plus sales incentives. Work Schedule Monday – Friday 8:00AM – 4:30PM (hours may vary) Saturday rotations required. Responsibilities In this role, you will primarily consult with portfolio clients via needs based, financial planning conversations. You will act as the customer’s trusted advisor by addressing clients’ financial needs and help them achieve their goals by leveraging bank products and services, and experts from Wealth Management, Private Banking, Business Banking, Mortgage Banking, and others. As a primary performance measurement, you will be responsible for retention and growth of assigned Personal Banker portfolio. As a valuable team member of the branch, you will support other operational duties as needed. Qualifications Required Qualifications Prior frontline banking or equivalent experience. Prior relationship cultivating experience. Bachelor’s Degree and/or related experience; combined with 1-2 years’ experience in Financial Services, or Retail /Business Banking; or Equivalent work experience with basic understanding of: accounting and finance, financial statements, and cash flow. Prior branch operations knowledge or experience preferred. Completion of various FHB training in retail lending, deposit products, general branch operations required within 6-12 months from hire. FHB NMLS Certification within 6-12 months from hire. Must be registered as a Mortgage Loan Originator (MLO) through the Nationwide Mortgage Licensing System & Registry (NMLS) within 6-12 months of hire, upon successful FHB certification process. State of Hawaii Life & Health License. Valid Driver’s License; some travel may be required. #J-18808-Ljbffr First Hawaiian Bank
$45k - $52.2k
...engaging, customer-focused, goals-driven Personal Banker to join our Kaimuki Branch team. Work Schedule: Monday -... ...will act as the customer’s trusted advisor by addressing clients’ financial... ...products and services, and experts from Wealth Management, Private Banking,...SuggestedFull timeWork experience placementMonday to Friday$45k - $52.2k
...engaging, customer-focused, goals-driven Personal Banker to join our Makiki Branch team on Oahu. Compensation: The... ...will act as the customer’s trusted advisor by addressing clients’ financial... ...products and services, and experts from Wealth Management, Private Banking,...SuggestedFull timeWork experience placementMonday to Friday- Equitable Advisors is hiring a Wealth Manager in Honolulu, Hawaii. This role emphasizes building client relationships and developing personalized financial strategies. Candidates should have a Bachelor's degree and must be authorized to work in the U.S. The position offers...Suggested
- ...comprehensive financial planning to the wealth management, commercial and... ...sales support to the Wealth Advisors, if the position is with a... ...and industry developments. Personal/Professional Development... ...Degree from an accredited 4‑year university, preferably in a related...SuggestedWork at office
- A cutting-edge AI company in Hawaii is seeking a Wealth Management Advisor to enhance AI understanding in finance. This flexible remote position allows you to set your own schedule while working on engaging projects. Applicants should possess advanced degrees and have a...SuggestedRemote jobHourly payFlexible hours
$45k - $52.2k
A leading financial institution is seeking a Personal Banker for their Kapiolani Branch. This role involves consulting clients on financial planning, acting as a trusted advisor to meet their financial needs. The ideal candidate should have prior banking experience and...- Universal Bankers are able to perform sales, servicing and operational functions in a branch. Assist in managing an assigned portfolio of High Value Clients (HVC) to build and retain... ...secured and unsecured consumer loan and personal lines of credit applications. Certified to...Work experience placementWork at office
- Equitable Advisors in Hawaii is looking for individuals passionate about helping clients achieve financial wellness. This role involves client engagement, financial strategy development, and product consultation. Candidates should have a Bachelor's degree, relevant FINRA...Traineeship
$50 - $60 per hour
A technology-driven company is seeking a Wealth Manager to help shape AI understanding in finance. This remote position offers flexibility to work full-time or part-time. Responsibilities include evaluating AI outputs and providing structured feedback to improve performance...Remote jobHourly payFull timePart time- ...crossroads, a career as a financial advisor may be the right change for... ...goals: retirement, building wealth, estate strategies, funding... ...practice, supported by your branch team, a home‑office team and... ...that you need to balance your personal and professional lives - the...Work at officeLocal areaWork from homeHome office
$33.28k
Hawaiiusa-Federal-Credit-Union in Honolulu seeks a Financial Advisor to guide members in financial decisions. The role involves analyzing client financial situations and recommending investment products, including mutual funds and insurance. Candidates should have relevant...- A regional banking institution in Honolulu is seeking a Personal Banker to provide exceptional service and financial consultation to clients... ..., understanding clients' financial needs, and supporting branch operations. The ideal candidate will have relevant banking experience...Local area
- American Savings Bank in Honolulu is seeking a financial advisor to manage a portfolio of clients by providing comprehensive investment... ...possess relevant Hawaii licenses. This role involves training branch employees, developing business plans, and ensuring compliance while...
$40k - $43k
...a broker-dealer that supports and grows wealth management programs on bank or credit union... ...investment products. Partners with branches and licensed branch employees to grow the... ...employees in assigned branches. Partners with bankers and regularly meets to strategize on...Work at officeImmediate start$50k
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home‑office team and other regional financial advisors... ...concerns to accelerate trust and create personalized, comprehensive strategies to help clients...Work at officeHome officeFlexible hours- A financial services firm in Honolulu is seeking a Financial Advisor to manage client relationships and sell investment products. The... ...plus. This role offers a competitive salary and the opportunity to work closely with bank branches. #J-18808-Ljbffr Cetera Financial Group
$50 - $60 per hour
...committed to creating high-quality AI. We are looking for a Personal Banker to join our team to help train the next generation of AI while... ...Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits This is a...Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours$75k - $125k
...growth of deposits, loans, and wealth balances. Leads a team of... ...internal stakeholders (e.g., Branch and Region Managers, Consumer... ...driver’s license and access to a personal vehicle Must possess notary public... ...within 1 year Licensed Banker: Health and Life Insurance required...Work experience placementMonday to Friday$45k - $52.2k
A leading financial institution is seeking a customer-focused Personal Banker for their Kaimuki Branch in Honolulu, Hawaii. In this full-time role, you will consult with clients to understand their financial needs and help them utilize the bank's services effectively....Full time$45k - $52.2k
A community-focused bank in Honolulu seeks a Personal Banker to join their Makiki Branch. You will engage with clients to provide tailored financial guidance and help retain and grow their portfolio. The ideal candidate has frontline banking experience, a Bachelor’s Degree...- Central Pacific Bank is seeking a Universal Banker in Honolulu, Hawaii. The role includes managing High Value Clients, cross-selling banking products, and ensuring operational effectiveness. Candidates must have 1+ years in sales and customer service, alongside proper...
$61k - $250k
Northwestern Mutual is seeking motivated individuals to become financial advisors in Honolulu, Hawaii. The role involves building client relationships, creating personalized financial plans, and achieving business ownership potential. Comprehensive training supports your...- ...Bachelor's degree and necessary state licenses. The role emphasizes personal growth, flexible scheduling, and a stable pay structure.... ...resources. Join a supportive workplace culture dedicated to social impact and professional advancement. #J-18808-Ljbffr Equitable AdvisorsWork at officeFlexible hours
$200k
...are being considered and deployed. Regularly attends scheduled advisor training events and completes all continuing education assignments... ...and duties as assigned. This position requires use of a personal computer and other standard office equipment (typewriter, fax,...Full timeWork experience placementWork at officeFlexible hoursShift workAfternoon shift$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs...Work at office$33.28k
...Honolulu, HI, US 8 days ago Requisition ID: 1156 As a Financial Advisor you will play a pivotal role in guiding members through... ...clients' current financial status and future goals. Develop personalized investment strategies incorporating mutual funds, annuities, and...Full timeFlexible hours$17.85 - $25.3 per hour
.... Responsibilities Manages overall branch client experience. Proactively engages existing... ...to ensure they are guided to the proper banker for assistance. This includes, but not... ...tracking and prospecting to achieve personal sales goals and contribute to the overall...Hourly payFull timeTemporary workWork experience placementReliefWeekend workAfternoon shift- ...customer experiences and meeting their financial needs. The role involves engaging clients, selling financial products, and managing branch operations. Ideal candidates will have a High School Diploma or equivalent, along with 2+ years of sales or customer service...Full time
- Corebridge Financial in Honolulu is searching for a passionate Financial Advisor to provide personalized retirement and financial planning experiences. You will have the flexibility to create your own schedule, meeting with clients to help them plan their financial futures...Remote job
$250 per week
...our culture to ensure that you experience personal and professional growth in this program.... ...one mentorship from a full‑time Financial Advisor in our firm Build life skills that... ...rank in the Top 10 for both insurance and wealth management - We are the #1 direct provider...Full timeContract workFor contractorsInternshipLocal areaFlexible hours
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