Senior Financial Advisor – Client Planning & Fiduciary

A financial advisory firm is seeking a Service Advisor in Kapolei, HI. The role requires a Bachelor’s degree and over 5 years of experience in the financial industry, along with strong analytical and communication skills. The Service Advisor will maintain licenses, provide exceptional client experiences, and manage communications using Salesforce. The position offers a competitive salary range of $70,000 to $80,000, uncapped commissions, and comprehensive benefits including a 401(k) plan, health insurance, paid holidays, and PTO.
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