Senior Financial Advisor

Full Time Professional College Walk, Honolulu, HI, US

• Develops and maintains long-term relationships based on trust and respect for members and employees.
• Provides professional direction for members and employees through financial profiling, including risk profiling, and asset allocation.
• Identifies and evaluates member and employee needs for alternative financial products that are offered through Investment and Insurance Services (IIS).
• Develops and implements individual marketing/ business plans in alignment with Investment and Insurance sales and other goals.
• Works with other credit union staff to identify and leverage cross-sell opportunities.
• Provides those services and products that respond to member or employee needs in alignment with the mission of the Credit Union.

• Five (5) years demonstrated experience in the sale of investment services required.
• FINRA SIE.
• FINRA Series 63 and 65 or 66 license(s).
• FINRA Series 7.
• Hawaii Life and Health Insurance licenses (required or willing to get in first 2 months.)
• Valid driver's license.
• High School Diploma.

• Demonstrated excellent oral and written communication skills.
• Accountable for organization, time management, and member meeting management.
• Able to work both independently and cohesively with others and fosters a team environment.
• Able to make critical decisions independently.
• Microsoft applications (Outlook, Word, Excel, Power Point).
• Valid driver's license and commute in personal vehicle as required.

• Frequent prolonged meetings with members.
• We'll make reasonable accommodations for qualified applicants and employees with disabilities.

The expected starting pay for the Senior Financial Advisor is $48,000 per year plus applicable eligible commissions.

• We cover 100% of employees’ single medical, drug, vision, and dental monthly health insurance premiums.
• Employees also love receiving paid volunteer time and our pay it forward program.
• Tuition assistance for higher education is another special way we invest in our workforce.
• Paid Time Off
• 11 Paid Holidays
• 401(k) and 3% Employer Contribution
• Health insurance
• Vision insurance
• Dental insurance
• Prescription drug insurance
• Life insurance
• Flexible spending account
• Disability insurance
• Opportunities for advancement
• Employee assistance program
• Referral program
• Retirement plan
• Employee discount
• Paid training
• Professional development assistance
• AD&D insurance
• Credit union membership
• Paid orientation
• and more.