Financial Advisor (Guam)
Bank of HawaiiHonolulu, Hawaii, United States • Washington, District of Columbia, United States • Naperville, Illinois, United States • Kalamazoo, Michigan, United States
Posted December 19, 2024
Full Time
About the Company
Bank of Hawaii, founded in 1897, offers a comprehensive array of financial products and services to businesses, consumers, and governments in Hawaii and the West Pacific. With expertise in consumer loans, business banking, private client services, international banking, personal banking, mortgage lending, wealth management, commercial real estate, and treasury and cash management, the bank provides tailored solutions for diverse financial needs. Its strong local presence and commitment to customer service make it a distinctive player in the industry.
Job Description
This role is focused on providing investment guidance and support to clients, ensuring compliance with banking regulations and handling transactions. It involves building client relationships, recommending appropriate investment strategies, and utilizing industry best practices. The position utilizes a CRM system and is a key link between the firm and clients within the market area.
Requirements
- Adheres to Bank of Hawaii and the firm’s guidelines, policies, and behaviors.
- Maintains client relationships.
- Utilizes required licenses and certifications (Series 7, 66, 65, 63 - CFP preferred).
- Proficient in using required software (Blue360 CRM).
Benefits
- Career development