Senior Financial Advisor

Job overview

The Senior Financial Advisor role is onsite in Pearl City, HI. Starting pay is $48,000 per year plus applicable eligible commissions. HawaiiUSA Federal Credit Union’s Investment and Insurance Services supports members and staff with financial products and advice. The role builds and maintains trusted relationships, profiles financial needs and risk, and provides investment and insurance guidance. It also develops business plans and works with credit union staff to identify cross-sell opportunities aligned with member needs.

What you'll do

• Build and maintain long-term relationships with members and employees
• provide financial profiling, risk profiling, and asset allocation direction
• identify needs for Investment and Insurance Services products
• develop individual marketing and business plans
• collaborate with credit union staff on cross-sell opportunities
• provide services aligned with credit union mission.

What we're looking for

Skills & competencies

senior financial advisor

pearl city hi

hawaiiusa federal credit union

investment advice

financial profiling

asset allocation

insurance products

member relationships

finra sie

series 7

series 63

series 65

$48,000 starting pay

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

Expected starting pay of $48,000 per year plus eligible commissions; five years of investment-services sales experience required; FINRA SIE, Series 63 and 65 or 66, Series 7, and Hawaii Life and Health licenses required or obtainable within two months.

About the employer

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