Senior Financial Advisor

Job overview

The Senior Financial Advisor role is onsite in Kaneohe, HI. The expected starting pay is $48,000 per year plus applicable eligible commissions. HawaiiUSA Federal Credit Union provides investment and insurance services to its membership and staff. The advisor builds trusted relationships and provides investment guidance based on members’ and employees’ financial profiles and needs. The role also develops business plans and works with credit union staff to identify appropriate product and cross-selling opportunities.

What you'll do

• Build and maintain long-term relationships with members and employees
• provide financial profiling, risk profiling, and asset-allocation guidance
• identify and evaluate needs for investment and insurance products
• develop individual marketing and business plans
• collaborate with credit union staff on cross-sell opportunities
• provide services aligned with member needs and the credit union’s mission.

What we're looking for

Skills & competencies

senior financial advisor

investment advice

financial profiling

asset allocation

insurance products

finra series 7

kaneohe hi

hawaiiusa federal credit union

$48,000/year plus eligible commissions

branch travel

Work arrangement

• Weekend coverage required

Benefits & perks

• 100% of single medical, drug, vision, and dental premiums
• paid volunteer time
• tuition assistance
• PTO
• 11 paid holidays
• 401(k) with 3% employer contribution
• insurance and other employee programs.

Why this role

Requires five years of investment-services sales experience, FINRA SIE, Series 7, Series 63 and 65 or 66, and Hawaii Life and Health Insurance licenses or willingness to obtain them within two months. Frequent travel between branches is required.

About the employer

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