Job Summary
As a Financial Professional, you will play a key role in helping individuals and businesses manage their financial resources, achieve their financial goals, and secure their financial future. You will provide expert financial guidance and offer a range of financial services to clients.
Responsibilities
- Conduct comprehensive financial analyses for clients to assess their current financial status and develop personalized financial plans
- Offer guidance on various financial products and services such as investments, insurance, retirement planning, and estate planning
- Assist clients in understanding complex financial concepts and help them make informed decisions regarding their finances
- Build and maintain strong client relationships through regular communication and reviews of financial plans
- Stay updated on industry trends, regulations, and best practices to provide clients with accurate and relevant advice
Experience
- Prior experience in sales or financial services is preferred, but NOT required
- Knowledge of estate planning, tax laws, corporate accounting, securities law, wills trusts estate law, financial planning, financial concepts, and wealth management is beneficial
- Strong analytical skills with the ability to interpret complex financial information
- Excellent communication and interpersonal skills to effectively interact with clients
- Bachelor's degree is desirable
Job Types: Full-time, Internship
Pay: $60,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Financial planning services
- Flexible schedule
- Health insurance
- Paid time off
- Paid training
- Retirement plan
Compensation Package:
Location:
- Honolulu, HI 96813 (Preferred)
Ability to Commute:
- Honolulu, HI 96813 (Preferred)
Work Location: Hybrid remote in Honolulu, HI 96813
Job Types: Full-time, Part-time
Pay: $80,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Vision insurance
- Work from home
Supplemental Pay:
- Bonus opportunities
- Commission pay
Work Location: Hybrid remote in Honolulu, HI 96813
