Associate Financial Representative

Job Description

Job Description

Position: Associate Financial Representative

Salary Range: $45,000-$55,000

Job Summary

This is a full-time ON-SITE Associate Financial Representative (AFR) role located in Honolulu, HI. Our team at Rising Tides Wealth Group are seeking a highly organized and detail-oriented individual to support our financial planning team. This role requires an individual with a strong ability to handle multiple priorities, including insurance processing duties critical to the smooth operation of our risk business.

If you are not currently in Hawaii but willing to move (we will not pay for relocation), please make this clear with our team. Otherwise, your application may be overlooked.

Key Responsibilities

Advisor Support:

- Calendar management with our Scheduling Coordinator

- Organizing ravel arrangements

- Coordinate team meetings and agendas

- Handle physical mailings and mass Outlook email lists

Insurance Processing:

- Create or find quotes on life, disability, long term care, and annuity policies

- Input insurance applications and handle necessary documentation.

- Assist in underwriting and application processing.

- Maintain records of insurance policies, claims, and related documents.

Team Support:

- File management and organization

- CRM & Client management

- Edit and input case notes

- Complete and/or assist with projects as assigned by the Operations Manager

Confidentiality:

Handle sensitive information with confidentiality and discretion. A background check (including fingerprinting for securities) will be required.

We are looking for the following Skills:

- Proficiency in Microsoft Office Suite

- Proficiency in OneDrive, CRM systems, and

- Organizational skills and consistent attention to detail

- Clear, straightforward communicator in both verbal and written formats

- Ability to multitask and manage tasks effectively with changing priorities

- Can “Manage Up” and communicate needs clearly

- Prefers not to be micromanaged and loves to take charge of tasks

- Proactive, “Batteries Included” personality

- Strong use of judgment, problem solving, and analytical skills

- Life & Health Licensed (or obtain licensing within 6mo of job start)

Preferred Qualifications

Education: Bachelor’s degree in Business Administration or related field

Experience: Insurance or Financial experience is NOT REQUIRED.

Administrative or office experience is preferred (the more experience, the more we can pay!)

Pay Range:

$48,000 - $60,000 depending on experience

Bonus Structure may be negotiated and would be based on quarterly targets

Benefits:

- On-the-job training is provided

- Sick time provided after 30 days

- Medical, dental, and vision provided after 30 days

- Life, and disability insurance after 90 days

- Partial remote work may be negotiated after 6 month initial training period.

- Holiday pay & Vacation accrual available after 6 months

- 401(k) with safe harbor matching contributions after 1 year

- Flexible schedule

- 100% Employer-Paid licensing, professional development, and education assistance.

Interested candidates are encouraged to send a resume to our Operations Manager at taylor.bair @ nm .com with the subject line "AFR Application – [Your Name]". Candidates who contact us directly will have priority in scheduling interviews.

Rising Tides Wealth Group and Reid Matsushima are equal opportunity employers. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Company Description

While we are associated with Northwestern Mutual, Reid Matsushima is an independent business owner that brokers with multiple companies across the financial space.

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through personalized insurance and investment solutions. With assets totaling $265.0 billion and over $1.8 trillion in life insurance protection, Northwestern Mutual serves more than 4.5 million clients across the nation. The company values diversity, growth, and a digital-first approach to financial services.

\nCompany Description

Our Mission
Empowering our clients & community to help them live with peace of mind in achieving their financial goals – from the mundane to the extraordinary. Utilizing our specialized expertise to help guide clients in creating an integrated financial roadmap for their families & their futures.

Our Values
Integrity: Our uncompromising commitment to honesty and deep moral principles.

Shown in our fiduciary duty to all clients.

Empowerment: Helping our clients build confidence and feel in control of their financial futures.

Creating a collaborative environment where clients feel comfortable in being in command of their financial decisions.

Stewardship: Careful & responsible management of essentials entrusted to one’s care.

We take seriously our role of Stewards for our clients who trust us to recommend what is in their – and their family’s – best interest.

Progressive: Favoring change and growth; moving forward.

We make sure to continue our own growth and improvement to consistently provide creative yet relevant solutions.

Charitable: Seeing others through the lens of kindness, refusing to judge others severely.

We exercise this by always assuming “positive intent” by all parties.

Company Description

Our Mission\r\nEmpowering our clients & community to help them live with peace of mind in achieving their financial goals – from the mundane to the extraordinary. Utilizing our specialized expertise to help guide clients in creating an integrated financial roadmap for their families & their futures.\r\n\r\nOur Values\r\nIntegrity: Our uncompromising commitment to honesty and deep moral principles.\r\n\r\nShown in our fiduciary duty to all clients.\r\n\r\nEmpowerment: Helping our clients build confidence and feel in control of their financial futures.\r\n\r\nCreating a collaborative environment where clients feel comfortable in being in command of their financial decisions.\r\n\r\nStewardship: Careful & responsible management of essentials entrusted to one’s care.\r\n\r\nWe take seriously our role of Stewards for our clients who trust us to recommend what is in their – and their family’s – best interest.\r\n\r\nProgressive: Favoring change and growth; moving forward.\r\n\r\nWe make sure to continue our own growth and improvement to consistently provide creative yet relevant solutions.\r\n\r\nCharitable: Seeing others through the lens of kindness, refusing to judge others severely.\r\n\r\nWe exercise this by always assuming “positive intent” by all parties.