Financial Advisor

Job overview

The Financial Advisor role is onsite in Honolulu, HI. Starting pay is $33,280 per year plus applicable eligible commissions. HawaiiUSA Federal Credit Union is a member-owned, not-for-profit financial cooperative focused on helping members achieve financial goals. The advisor supports a senior advisor and member-clients by assessing financial needs, developing investment and retirement strategies, maintaining client relationships, and keeping records compliant with applicable requirements.

What you'll do

• Support a senior financial advisor and member-clients
• enter trades, update records, schedule client reviews and appointments, and follow up on paperwork
• educate clients on financial concepts and market trends
• assess financial status and goals
• develop investment strategies
• advise on retirement, estate planning, and risk management
• monitor markets and portfolios
• maintain records and collaborate with financial professionals.

What we're looking for

Skills & competencies

financial advisor

honolulu hi

hawaiiusa federal credit union

member services

investment strategies

retirement planning

estate planning

finra series 7

series 63

series 65

series 66

$33,280 starting pay

Work arrangement

• Weekend coverage required

Benefits & perks

• 100% of single medical, drug, vision, and dental premiums
• paid volunteer time
• tuition assistance
• paid time off and 11 paid holidays
• 401(k) with 3% employer contribution
• life and disability insurance
• employee assistance program
• paid training and professional development.

Why this role

Requires FINRA SIE (waived for candidates with prior FINRA registration), Series 63 and 65 or 66, Series 7, and Hawaii Life and Health Insurance licenses.

About the employer

HawaiiUSA Federal Credit Union is hiring for this role. Industry: Credit Unions. Sector: 52.